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 | $31,975 | $167,484-80.9% | $151,611-78.9% | $134,475-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.43% | 7.80%-28.2pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $6,955 | $6,829+1.8% | $6,166+12.8% | $4,740+46.7% |
| Participant deferral / active EE | $13,196 | $8,986+46.9% | $8,363+57.8% | $6,400+106.2% |
| Admin fee / account holder | $104 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |