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 | $59,543 | $167,307-64.4% | $143,757-58.6% | $134,475-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,435 | $5,619-21.1% | $4,951-10.4% | $4,740-6.4% |
| Participant deferral / active EE | $6,818 | $6,446+5.8% | $5,637+21.0% | $6,400+6.5% |
| Admin fee / account holder | $216 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |