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 | $25,408 | $167,307-84.8% | $143,757-82.3% | $134,475-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.24% | 0.46%-4.7pp | -0.04%-4.2pp | 417.96%-422.2pp |
| Employer contribution / active EE | $8,210 | $5,619+46.1% | $4,951+65.8% | $4,740+73.2% |
| Participant deferral / active EE | $6,821 | $6,446+5.8% | $5,637+21.0% | $6,400+6.6% |
| Admin fee / account holder | $68 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |