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 | $80,105 | $95,862-16.4% | $79,550+0.7% | $134,475-40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -2.04% | -2.69%+0.6pp | 0.16%-2.2pp | 417.96%-420.0pp |
| Employer contribution / active EE | $2,743 | $3,128-12.3% | $2,413+13.7% | $4,740-42.1% |
| Participant deferral / active EE | $16,938 | $4,693+260.9% | $3,985+325.0% | $6,400+164.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |