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 8-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 | $30,222 | $133,958-77.4% | $112,228-73.1% | $134,475-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.19% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,865 | $4,038-4.3% | $3,635+6.3% | $4,740-18.5% |
| Participant deferral / active EE | $4,892 | $5,291-7.5% | $4,728+3.5% | $6,400-23.6% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |