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 8-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 | $32,656 | $167,307-80.5% | $143,757-77.3% | $134,475-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,497 | $5,619-55.6% | $4,951-49.6% | $4,740-47.3% |
| Participant deferral / active EE | $9,049 | $6,446+40.4% | $5,637+60.5% | $6,400+41.4% |
| Admin fee / account holder | $270 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |