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 | $28,716 | $142,344-79.8% | $119,609-76.0% | $134,475-78.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.23% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $8,257 | $5,222+58.1% | $4,232+95.1% | $4,740+74.2% |
| Participant deferral / active EE | $2,377 | $6,469-63.3% | $5,602-57.6% | $6,400-62.9% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |