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 9-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 | $29,975 | $100,754-70.2% | $86,677-65.4% | $134,475-77.7% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -7.11% | 29.04%-36.1pp | 35.91%-43.0pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,342 | $3,489-61.6% | $2,836-52.7% | $4,740-71.7% |
| Participant deferral / active EE | $3,919 | $5,338-26.6% | $4,656-15.8% | $6,400-38.8% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |