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 | $41,523 | $167,307-75.2% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,713 | $5,619-51.7% | $4,951-45.2% | $4,740-42.8% |
| Participant deferral / active EE | $12,358 | $6,446+91.7% | $5,637+119.2% | $6,400+93.1% |
| Admin fee / account holder | $254 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |