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 8-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 | $31,945 | $81,900-61.0% | $119,609-73.3% | $68,494-53.4% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -17.45% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,120 | $2,693+15.8% | $4,232-26.3% | $2,596+20.2% |
| Participant deferral / active EE | $6,881 | $4,148+65.9% | $5,602+22.8% | $4,027+70.9% |
| Admin fee / account holder | $188 | $6,582-97.1% | $10,323-98.2% | $5,403-96.5% |