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 7-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 | $18,333 | $100,754-81.8% | $86,677-78.8% | $134,475-86.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.46% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,862 | $3,489-46.7% | $2,836-34.4% | $4,740-60.7% |
| Participant deferral / active EE | $3,983 | $5,338-25.4% | $4,656-14.5% | $6,400-37.8% |
| Admin fee / account holder | $74 | $10,926-99.3% | $7,493-99.0% | $11,426-99.4% |