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 9-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 | $80,784 | $167,307-51.7% | $143,757-43.8% | $134,475-39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,759 | $5,619+55.9% | $4,951+76.9% | $4,740+84.8% |
| Participant deferral / active EE | $5,947 | $6,446-7.7% | $5,637+5.5% | $6,400-7.1% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |