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 | $65,015 | $95,862-32.2% | $79,550-18.3% | $134,475-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.26% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,734 | $3,128+19.4% | $2,413+54.7% | $4,740-21.2% |
| Participant deferral / active EE | $16,783 | $4,693+257.6% | $3,985+321.1% | $6,400+162.2% |
| Admin fee / account holder | $256 | $9,126-97.2% | $6,832-96.2% | $11,426-97.8% |