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 | $56,274 | $167,484-66.4% | $151,611-62.9% | $134,475-58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.11% | 7.80%-14.9pp | 3.33%-10.4pp | 417.96%-425.1pp |
| Employer contribution / active EE | $14,173 | $6,829+107.5% | $6,166+129.9% | $4,740+199.0% |
| Participant deferral / active EE | $18,345 | $8,986+104.2% | $8,363+119.4% | $6,400+186.7% |
| Admin fee / account holder | $39 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |