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 | $20,722 | $133,958-84.5% | $112,228-81.5% | $134,475-84.6% |
| Participation rate | 73.9% | 78.6%-4.6pp | 75.1%-1.1pp | 81.2%-7.3pp |
| Annual return | -12.82% | 47.11%-59.9pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,309 | $4,038-67.6% | $3,635-64.0% | $4,740-72.4% |
| Participant deferral / active EE | $1,617 | $5,291-69.4% | $4,728-65.8% | $6,400-74.7% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |