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 | $18,495 | $133,958-86.2% | $112,228-83.5% | $134,475-86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.42% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,443 | $4,038+84.3% | $3,635+104.8% | $4,740+57.0% |
| Participant deferral / active EE | $3,076 | $5,291-41.9% | $4,728-34.9% | $6,400-51.9% |
| Admin fee / account holder | $272 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |