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 5-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 | $52,298 | $140,588-62.8% | $123,104-57.5% | $125,391-58.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.72% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,634 | $6,041+26.4% | $5,151+48.2% | $4,866+56.9% |
| Participant deferral / active EE | $6,090 | $6,980-12.8% | $6,230-2.2% | $5,352+13.8% |
| Admin fee / account holder | $16 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |