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 | $30,018 | $167,307-82.1% | $143,757-79.1% | $134,475-77.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.50% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $8,598 | $5,619+53.0% | $4,951+73.7% | $4,740+81.4% |
| Participant deferral / active EE | $4,561 | $6,446-29.2% | $5,637-19.1% | $6,400-28.7% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |