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 | $21,374 | $142,344-85.0% | $119,609-82.1% | $134,475-84.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.61% | -12.44%-2.2pp | -14.97%+0.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,155 | $5,222-58.7% | $4,232-49.1% | $4,740-54.5% |
| Participant deferral / active EE | $5,870 | $6,469-9.3% | $5,602+4.8% | $6,400-8.3% |
| Admin fee / account holder | $36 | $13,584-99.7% | $10,323-99.7% | $11,426-99.7% |