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 10-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 | $21,883 | $127,386-82.8% | $115,037-81.0% | $125,391-82.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.02% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,253 | $5,166-56.4% | $4,608-51.1% | $4,866-53.7% |
| Participant deferral / active EE | $5,755 | $6,423-10.4% | $6,026-4.5% | $5,352+7.5% |
| Admin fee / account holder | $151 | $9,516-98.4% | $8,175-98.2% | $9,540-98.4% |