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 | $43,124 | $167,484-74.3% | $151,611-71.6% | $134,475-67.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.22% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,903 | $6,829-42.9% | $6,166-36.7% | $4,740-17.7% |
| Participant deferral / active EE | $10,533 | $8,986+17.2% | $8,363+25.9% | $6,400+64.6% |
| Admin fee / account holder | $87 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |