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 | $74,047 | $100,754-26.5% | $86,677-14.6% | $134,475-44.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.23% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,801 | $3,489-19.7% | $2,836-1.3% | $4,740-40.9% |
| Participant deferral / active EE | $8,810 | $5,338+65.0% | $4,656+89.2% | $6,400+37.7% |
| Admin fee / account holder | $1 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |