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 | $39,082 | $95,862-59.2% | $79,550-50.9% | $134,475-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,654 | $3,128-47.1% | $2,413-31.5% | $4,740-65.1% |
| Participant deferral / active EE | $6,932 | $4,693+47.7% | $3,985+73.9% | $6,400+8.3% |
| Admin fee / account holder | $151 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |