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 | $45,542 | $91,911-50.4% | $68,793-33.8% | $135,375-66.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.64% | -8.22%+1.6pp | -4.63%-2.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,656 | $3,924+120.6% | $2,625+229.7% | $4,779+81.1% |
| Participant deferral / active EE | $6,746 | $4,315+56.3% | $3,311+103.7% | $5,609+20.3% |
| Admin fee / account holder | $201 | $9,240-97.8% | $5,131-96.1% | $10,827-98.1% |