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 | $15,222 | $95,862-84.1% | $79,550-80.9% | $134,475-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.68% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,274 | $3,128-27.3% | $2,413-5.8% | $4,740-52.0% |
| Participant deferral / active EE | $7,400 | $4,693+57.7% | $3,985+85.7% | $6,400+15.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |