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 | $43,356 | $113,935-61.9% | $94,224-54.0% | $125,391-65.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -3.37% | 5.29%-8.7pp | 10.68%-14.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $8,041 | $4,727+70.1% | $3,587+124.2% | $4,866+65.3% |
| Participant deferral / active EE | $8,767 | $5,179+69.3% | $4,320+102.9% | $5,352+63.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |