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 7-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 | $44,411 | $85,790-48.2% | $67,313-34.0% | $135,375-67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.73% | -0.54%-8.2pp | -4.08%-4.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,080 | $3,487-69.0% | $2,566-57.9% | $4,779-77.4% |
| Participant deferral / active EE | $9,720 | $4,651+109.0% | $3,568+172.4% | $5,609+73.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |