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 | $40,696 | $142,344-71.4% | $119,609-66.0% | $134,475-69.7% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -13.96% | -12.44%-1.5pp | -14.97%+1.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,459 | $5,222+42.8% | $4,232+76.3% | $4,740+57.4% |
| Participant deferral / active EE | $2,367 | $6,469-63.4% | $5,602-57.8% | $6,400-63.0% |
| Admin fee / account holder | $60 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |