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 | $50,704 | $142,344-64.4% | $119,609-57.6% | $134,475-62.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.66% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,997 | $5,222-4.3% | $4,232+18.1% | $4,740+5.4% |
| Participant deferral / active EE | $12,859 | $6,469+98.8% | $5,602+129.5% | $6,400+100.9% |
| Admin fee / account holder | $206 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |