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 8-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 | $13,471 | $95,862-85.9% | $79,550-83.1% | $134,475-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | -2.69%-17.1pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,856 | $3,128+23.3% | $2,413+59.8% | $4,740-18.6% |
| Participant deferral / active EE | $8,484 | $4,693+80.8% | $3,985+112.9% | $6,400+32.6% |
| Admin fee / account holder | $53 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |