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 | $56,288 | $167,484-66.4% | $151,611-62.9% | $134,475-58.1% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -2.29% | 7.80%-10.1pp | 3.33%-5.6pp | 417.96%-420.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,501 | $8,986-27.7% | $8,363-22.3% | $6,400+1.6% |
| Admin fee / account holder | $293 | $13,783-97.9% | $11,616-97.5% | $11,426-97.4% |