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 | $58,626 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.17% | 7.80%-17.0pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $11,818 | $6,829+73.0% | $6,166+91.7% | $4,740+149.3% |
| Participant deferral / active EE | $6,500 | $8,986-27.7% | $8,363-22.3% | $6,400+1.6% |
| Admin fee / account holder | $13 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |