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 | $6,503 | $82,286-92.1% | $68,791-90.5% | $134,475-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.75% | -2.19%-10.6pp | -6.38%-6.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,263 | $3,301-61.7% | $2,655-52.4% | $4,740-73.4% |
| Participant deferral / active EE | $2,737 | $4,739-42.2% | $3,941-30.5% | $6,400-57.2% |
| Admin fee / account holder | $42 | $6,481-99.3% | $4,932-99.1% | $11,426-99.6% |