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 7-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 | $37,264 | $73,867-49.6% | $143,757-74.1% | $68,494-45.6% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -13.87% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,495 | $3,184+104.0% | $4,951+31.2% | $2,596+150.2% |
| Participant deferral / active EE | $4,887 | $3,384+44.4% | $5,637-13.3% | $4,027+21.4% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |