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 | $28,588 | $133,958-78.7% | $112,228-74.5% | $134,475-78.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.36% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,250 | $4,038-19.5% | $3,635-10.6% | $4,740-31.4% |
| Participant deferral / active EE | $7,471 | $5,291+41.2% | $4,728+58.0% | $6,400+16.7% |
| Admin fee / account holder | $107 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |