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 7-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 | $25,806 | $133,958-80.7% | $112,228-77.0% | $134,475-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.07% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,433 | $4,038-64.5% | $3,635-60.6% | $4,740-69.8% |
| Participant deferral / active EE | $6,110 | $5,291+15.5% | $4,728+29.2% | $6,400-4.5% |
| Admin fee / account holder | $95 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |