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 5-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 | $20,952 | $167,307-87.5% | $143,757-85.4% | $134,475-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.38% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,190 | $5,619-43.2% | $4,951-35.6% | $4,740-32.7% |
| Participant deferral / active EE | $6,286 | $6,446-2.5% | $5,637+11.5% | $6,400-1.8% |
| Admin fee / account holder | $83 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |