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 6-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 | $44,619 | $167,484-73.4% | $151,611-70.6% | $134,475-66.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.04% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,423 | $6,829-20.6% | $6,166-12.1% | $4,740+14.4% |
| Participant deferral / active EE | $15,345 | $8,986+70.8% | $8,363+83.5% | $6,400+139.8% |
| Admin fee / account holder | $188 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |