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 8-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 | $36,832 | $100,754-63.4% | $86,677-57.5% | $134,475-72.6% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -3.54% | 29.04%-32.6pp | 35.91%-39.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $777 | $3,489-77.7% | $2,836-72.6% | $4,740-83.6% |
| Participant deferral / active EE | $6,509 | $5,338+21.9% | $4,656+39.8% | $6,400+1.7% |
| Admin fee / account holder | $160 | $10,926-98.5% | $7,493-97.9% | $11,426-98.6% |