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 | $12,354 | $73,867-83.3% | $143,757-91.4% | $68,494-82.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,696 | $3,184-46.7% | $4,951-65.7% | $2,596-34.7% |
| Participant deferral / active EE | $3,993 | $3,384+18.0% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $78 | $5,755-98.6% | $14,673-99.5% | $5,403-98.6% |