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 7-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 | $24,578 | $142,344-82.7% | $119,609-79.5% | $134,475-81.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.96% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,001 | $5,222+53.2% | $4,232+89.1% | $4,740+68.8% |
| Participant deferral / active EE | $15,196 | $6,469+134.9% | $5,602+171.3% | $6,400+137.5% |
| Admin fee / account holder | $102 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |