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 | $25,883 | $46,674-44.5% | $117,472-78.0% | $68,494-62.2% |
| Participation rate | 84.4% | 56.8%+27.6pp | 70.6%+13.8pp | 67.9%+16.5pp |
| Annual return | -17.66% | -14.52%-3.1pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,762 | $1,505+17.1% | $4,176-57.8% | $2,596-32.1% |
| Participant deferral / active EE | $2,559 | $2,636-2.9% | $4,070-37.1% | $4,027-36.5% |
| Admin fee / account holder | $138 | $4,020-96.6% | $5,645-97.6% | $5,403-97.4% |