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 | $28,862 | $167,307-82.7% | $143,757-79.9% | $134,475-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.24% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $4,786 | $5,619-14.8% | $4,951-3.3% | $4,740+1.0% |
| Participant deferral / active EE | $8,052 | $6,446+24.9% | $5,637+42.8% | $6,400+25.8% |
| Admin fee / account holder | $201 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |