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 | $35,682 | $99,032-64.0% | $80,019-55.4% | $135,375-73.6% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,820 | $3,043-40.2% | $2,468-26.3% | $4,779-61.9% |
| Participant deferral / active EE | $4,704 | $4,282+9.9% | $3,686+27.6% | $5,609-16.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |