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 | $74,483 | $95,862-22.3% | $79,550-6.4% | $134,475-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,435 | $3,128+137.7% | $2,413+208.1% | $4,740+56.9% |
| Participant deferral / active EE | $5,635 | $4,693+20.1% | $3,985+41.4% | $6,400-12.0% |
| Admin fee / account holder | $182 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |