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 6-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 | $24,733 | $167,484-85.2% | $151,611-83.7% | $134,475-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,699 | $6,829-60.5% | $6,166-56.2% | $4,740-43.1% |
| Participant deferral / active EE | $10,053 | $8,986+11.9% | $8,363+20.2% | $6,400+57.1% |
| Admin fee / account holder | $87 | $13,783-99.4% | $11,616-99.3% | $11,426-99.2% |