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 | $15,188 | $95,862-84.2% | $79,550-80.9% | $134,475-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.90% | -2.69%-11.2pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $6,305 | $3,128+101.6% | $2,413+161.3% | $4,740+33.0% |
| Participant deferral / active EE | $3,481 | $4,693-25.8% | $3,985-12.7% | $6,400-45.6% |
| Admin fee / account holder | $259 | $9,126-97.2% | $6,832-96.2% | $11,426-97.7% |