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 | $46,878 | $95,862-51.1% | $79,550-41.1% | $134,475-65.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.89% | -2.69%-10.2pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,059 | $3,128-2.2% | $2,413+26.8% | $4,740-35.5% |
| Participant deferral / active EE | $7,635 | $4,693+62.7% | $3,985+91.6% | $6,400+19.3% |
| Admin fee / account holder | $189 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |