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 | $43,626 | $142,344-69.4% | $119,609-63.5% | $134,475-67.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.10% | -12.44%-4.7pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,469 | $5,222-33.6% | $4,232-18.0% | $4,740-26.8% |
| Participant deferral / active EE | $7,942 | $6,469+22.8% | $5,602+41.8% | $6,400+24.1% |
| Admin fee / account holder | $145 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |