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 7-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 | $49,868 | $167,484-70.2% | $151,611-67.1% | $134,475-62.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -14.46% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,799 | $6,829-73.7% | $6,166-70.8% | $4,740-62.0% |
| Participant deferral / active EE | $4,504 | $8,986-49.9% | $8,363-46.1% | $6,400-29.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |