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 | $21,628 | $82,286-73.7% | $68,791-68.6% | $134,475-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.04% | -2.19%-15.8pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,075 | $3,301-37.1% | $2,655-21.9% | $4,740-56.2% |
| Participant deferral / active EE | $8,211 | $4,739+73.3% | $3,941+108.3% | $6,400+28.3% |
| Admin fee / account holder | $80 | $6,481-98.8% | $4,932-98.4% | $11,426-99.3% |