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 | $48,279 | $142,344-66.1% | $119,609-59.6% | $134,475-64.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.80% | -12.44%-7.4pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,014 | $5,222-4.0% | $4,232+18.5% | $4,740+5.8% |
| Participant deferral / active EE | $14,363 | $6,469+122.0% | $5,602+156.4% | $6,400+124.4% |
| Admin fee / account holder | $176 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |