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 | $33,480 | $167,307-80.0% | $143,757-76.7% | $134,475-75.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.13% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,606 | $5,619-35.8% | $4,951-27.2% | $4,740-23.9% |
| Participant deferral / active EE | $6,182 | $6,446-4.1% | $5,637+9.7% | $6,400-3.4% |
| Admin fee / account holder | $215 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |