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 8-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 | $39,773 | $167,307-76.2% | $143,757-72.3% | $134,475-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,082 | $5,619-27.4% | $4,951-17.6% | $4,740-13.9% |
| Participant deferral / active EE | $5,422 | $6,446-15.9% | $5,637-3.8% | $6,400-15.3% |
| Admin fee / account holder | $72 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |