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 8-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 | $50,409 | $95,862-47.4% | $79,550-36.6% | $134,475-62.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.07% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $11,521 | $3,128+268.3% | $2,413+377.4% | $4,740+143.1% |
| Participant deferral / active EE | $10,533 | $4,693+124.4% | $3,985+164.3% | $6,400+64.6% |
| Admin fee / account holder | $234 | $9,126-97.4% | $6,832-96.6% | $11,426-97.9% |