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 9-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 | $51,519 | $92,222-44.1% | $76,768-32.9% | $135,375-61.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.07% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,986 | $3,216+148.3% | $2,485+221.3% | $4,779+67.1% |
| Participant deferral / active EE | $18,500 | $4,509+310.3% | $3,852+380.3% | $5,609+229.8% |
| Admin fee / account holder | $60 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |