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 6-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 | $16,726 | $105,860-84.2% | $90,749-81.6% | $134,475-87.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.83% | -11.01%-7.8pp | -12.16%-6.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,225 | $3,462-35.7% | $2,921-23.8% | $4,740-53.1% |
| Participant deferral / active EE | $3,593 | $5,216-31.1% | $4,564-21.3% | $6,400-43.9% |
| Admin fee / account holder | $53 | $13,938-99.6% | $8,445-99.4% | $11,426-99.5% |