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 | $35,377 | $93,024-62.0% | $77,024-54.1% | $134,475-73.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -16.47% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,903 | $3,418-44.3% | $2,812-32.3% | $4,740-59.8% |
| Participant deferral / active EE | $2,312 | $5,238-55.9% | $4,426-47.8% | $6,400-63.9% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |