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 | $27,952 | $167,484-83.3% | $151,611-81.6% | $134,475-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.98% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,785 | $6,829-59.2% | $6,166-54.8% | $4,740-41.2% |
| Participant deferral / active EE | $4,995 | $8,986-44.4% | $8,363-40.3% | $6,400-21.9% |
| Admin fee / account holder | $258 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |