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 | $24,518 | $95,971-74.5% | $74,550-67.1% | $135,375-81.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.57% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,425 | $2,716-10.7% | $1,961+23.7% | $4,779-49.3% |
| Participant deferral / active EE | $4,315 | $3,843+12.3% | $3,108+38.8% | $5,609-23.1% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |