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 | $85,060 | $167,307-49.2% | $143,757-40.8% | $134,475-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.20% | 0.46%-3.7pp | -0.04%-3.2pp | 417.96%-421.2pp |
| Employer contribution / active EE | $7,480 | $5,619+33.1% | $4,951+51.1% | $4,740+57.8% |
| Participant deferral / active EE | $10,250 | $6,446+59.0% | $5,637+81.8% | $6,400+60.2% |
| Admin fee / account holder | $198 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |