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 4-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 | $31,111 | $167,484-81.4% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.62% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,601 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $3,353 | $8,986-62.7% | $8,363-59.9% | $6,400-47.6% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |