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 | $11,708 | $42,894-72.7% | $60,874-80.8% | $68,494-82.9% |
| Participation rate | 72.4% | 66.8%+5.6pp | 73.1%-0.7pp | 67.9%+4.5pp |
| Annual return | -18.19% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $840 | $1,978-57.5% | $2,701-68.9% | $2,596-67.6% |
| Participant deferral / active EE | $2,007 | $2,867-30.0% | $3,817-47.4% | $4,027-50.2% |
| Admin fee / account holder | $92 | $3,101-97.0% | $3,224-97.2% | $5,403-98.3% |