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 | $60,335 | $142,344-57.6% | $119,609-49.6% | $134,475-55.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.55% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,375 | $5,222-35.4% | $4,232-20.3% | $4,740-28.8% |
| Participant deferral / active EE | $8,468 | $6,469+30.9% | $5,602+51.2% | $6,400+32.3% |
| Admin fee / account holder | $186 | $13,584-98.6% | $10,323-98.2% | $11,426-98.4% |