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 5-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 | $36,264 | $142,344-74.5% | $119,609-69.7% | $134,475-73.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,755 | $5,222+67.7% | $4,232+106.9% | $4,740+84.7% |
| Participant deferral / active EE | $5,316 | $6,469-17.8% | $5,602-5.1% | $6,400-16.9% |
| Admin fee / account holder | $228 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |