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 | $19,071 | $100,754-81.1% | $86,677-78.0% | $134,475-85.8% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -18.96% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,199 | $3,489-37.0% | $2,836-22.5% | $4,740-53.6% |
| Participant deferral / active EE | $4,742 | $5,338-11.2% | $4,656+1.9% | $6,400-25.9% |
| Admin fee / account holder | $206 | $10,926-98.1% | $7,493-97.2% | $11,426-98.2% |