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 6-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 | $21,561 | $82,664-73.9% | $125,339-82.8% | $68,494-68.5% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -6.69% | -5.97%-0.7pp | 572.05%-578.7pp | -7.84%+1.2pp |
| Employer contribution / active EE | $3,015 | $3,381-10.8% | $4,814-37.4% | $2,596+16.1% |
| Participant deferral / active EE | $6,831 | $6,110+11.8% | $7,446-8.3% | $4,027+69.6% |
| Admin fee / account holder | $269 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |