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 5-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 | $26,561 | $133,958-80.2% | $112,228-76.3% | $134,475-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,480 | $4,038+35.7% | $3,635+50.8% | $4,740+15.6% |
| Participant deferral / active EE | $2,861 | $5,291-45.9% | $4,728-39.5% | $6,400-55.3% |
| Admin fee / account holder | $191 | $7,489-97.5% | $6,410-97.0% | $11,426-98.3% |