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 | $42,449 | $90,519-53.1% | $93,789-54.7% | $134,475-68.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -8.71% | -15.72%+7.0pp | -11.33%+2.6pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,375 | $4,343-22.3% | $4,323-21.9% | $4,740-28.8% |
| Participant deferral / active EE | $8,765 | $5,978+46.6% | $6,094+43.8% | $6,400+37.0% |
| Admin fee / account holder | $168 | $9,252-98.2% | $7,195-97.7% | $11,426-98.5% |