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 8-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 | $25,960 | $167,307-84.5% | $143,757-81.9% | $134,475-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.35% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,254 | $5,619-77.7% | $4,951-74.7% | $4,740-73.5% |
| Participant deferral / active EE | $7,061 | $6,446+9.6% | $5,637+25.3% | $6,400+10.3% |
| Admin fee / account holder | $117 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |