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 | $25,667 | $82,664-69.0% | $125,339-79.5% | $68,494-62.5% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -0.15% | -5.97%+5.8pp | 572.05%-572.2pp | -7.84%+7.7pp |
| Employer contribution / active EE | $1,447 | $3,381-57.2% | $4,814-69.9% | $2,596-44.3% |
| Participant deferral / active EE | $4,799 | $6,110-21.5% | $7,446-35.6% | $4,027+19.2% |
| Admin fee / account holder | $272 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |