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 8-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 | $29,166 | $95,862-69.6% | $79,550-63.3% | $134,475-78.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.17% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,572 | $3,128-17.8% | $2,413+6.6% | $4,740-45.7% |
| Participant deferral / active EE | $7,758 | $4,693+65.3% | $3,985+94.7% | $6,400+21.2% |
| Admin fee / account holder | $146 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |