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 | $27,208 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.49% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,122 | $4,038-47.5% | $3,635-41.6% | $4,740-55.2% |
| Participant deferral / active EE | $5,502 | $5,291+4.0% | $4,728+16.4% | $6,400-14.0% |
| Admin fee / account holder | $57 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |