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 9-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 | $58,146 | $82,286-29.3% | $68,791-15.5% | $134,475-56.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.57% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,186 | $3,301+57.1% | $2,655+95.3% | $4,740+9.4% |
| Participant deferral / active EE | $12,551 | $4,739+164.9% | $3,941+218.5% | $6,400+96.1% |
| Admin fee / account holder | $67 | $6,481-99.0% | $4,932-98.6% | $11,426-99.4% |