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 | $57,393 | $167,307-65.7% | $143,757-60.1% | $134,475-57.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -19.45% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $8,689 | $5,619+54.6% | $4,951+75.5% | $4,740+83.3% |
| Participant deferral / active EE | $5,898 | $6,446-8.5% | $5,637+4.6% | $6,400-7.8% |
| Admin fee / account holder | $92 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |