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 | $40,958 | $93,024-56.0% | $77,024-46.8% | $134,475-69.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.52% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,212 | $3,418+23.2% | $2,812+49.8% | $4,740-11.1% |
| Participant deferral / active EE | $9,984 | $5,238+90.6% | $4,426+125.6% | $6,400+56.0% |
| Admin fee / account holder | $242 | $6,944-96.5% | $5,425-95.5% | $11,426-97.9% |