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 | $58,398 | $133,958-56.4% | $112,228-48.0% | $134,475-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.23% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,849 | $4,038+20.1% | $3,635+33.4% | $4,740+2.3% |
| Participant deferral / active EE | $14,830 | $5,291+180.3% | $4,728+213.7% | $6,400+131.7% |
| Admin fee / account holder | $175 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |