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 | $22,701 | $167,307-86.4% | $143,757-84.2% | $134,475-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.11% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,243 | $5,619-60.1% | $4,951-54.7% | $4,740-52.7% |
| Participant deferral / active EE | $9,911 | $6,446+53.8% | $5,637+75.8% | $6,400+54.9% |
| Admin fee / account holder | $172 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |