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 | $206,139 | $82,286+150.5% | $68,791+199.7% | $134,475+53.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.33% | -2.19%-15.1pp | -6.38%-11.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $897 | $3,301-72.8% | $2,655-66.2% | $4,740-81.1% |
| Participant deferral / active EE | $14,064 | $4,739+196.8% | $3,941+256.9% | $6,400+119.8% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |