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 | $53,465 | $167,307-68.0% | $143,757-62.8% | $134,475-60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.03% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $12,998 | $5,619+131.3% | $4,951+162.5% | $4,740+174.2% |
| Participant deferral / active EE | $9,535 | $6,446+47.9% | $5,637+69.2% | $6,400+49.0% |
| Admin fee / account holder | $210 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |