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 | $16,089 | $95,193-83.1% | $76,523-79.0% | $135,375-88.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.84% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $263 | $3,302-92.0% | $2,647-90.1% | $4,779-94.5% |
| Participant deferral / active EE | $6,595 | $4,639+42.2% | $3,835+72.0% | $5,609+17.6% |
| Admin fee / account holder | $125 | $6,249-98.0% | $4,848-97.4% | $10,827-98.8% |