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 5-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 | $20,842 | $95,862-78.3% | $79,550-73.8% | $134,475-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.48% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,523 | $3,128+44.6% | $2,413+87.4% | $4,740-4.6% |
| Participant deferral / active EE | $6,990 | $4,693+48.9% | $3,985+75.4% | $6,400+9.2% |
| Admin fee / account holder | $188 | $9,126-97.9% | $6,832-97.2% | $11,426-98.4% |