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 5-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 | $28,214 | $142,344-80.2% | $119,609-76.4% | $134,475-79.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.56% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $10,485 | $5,222+100.8% | $4,232+147.8% | $4,740+121.2% |
| Participant deferral / active EE | $5,199 | $6,469-19.6% | $5,602-7.2% | $6,400-18.8% |
| Admin fee / account holder | $143 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |