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 | $30,407 | $100,754-69.8% | $86,677-64.9% | $134,475-77.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.93% | 29.04%-47.0pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,876 | $3,489+11.1% | $2,836+36.6% | $4,740-18.2% |
| Participant deferral / active EE | $9,408 | $5,338+76.3% | $4,656+102.1% | $6,400+47.0% |
| Admin fee / account holder | $124 | $10,926-98.9% | $7,493-98.3% | $11,426-98.9% |