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 | $40,130 | $77,813-48.4% | $123,544-67.5% | $64,186-37.5% |
| Participation rate | 86.3% | 74.7%+11.6pp | 82.3%+4.0pp | 69.6%+16.7pp |
| Annual return | -3.30% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,187 | $3,014+38.9% | $4,628-9.5% | $2,381+75.8% |
| Participant deferral / active EE | $8,972 | $5,240+71.2% | $6,426+39.6% | $3,470+158.6% |
| Admin fee / account holder | $3 | $5,519-100.0% | $9,284-100.0% | $4,888-99.9% |