See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,658 | $167,307-70.3% | $143,757-65.5% | $134,475-63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.23% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,882 | $5,619+58.1% | $4,951+79.4% | $4,740+87.4% |
| Participant deferral / active EE | $12,232 | $6,446+89.8% | $5,637+117.0% | $6,400+91.1% |
| Admin fee / account holder | $285 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |