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 | $14,589 | $87,705-83.4% | $63,517-77.0% | $125,391-88.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.52% | 21.70%-25.2pp | -70.30%+66.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,570 | $3,601-56.4% | $2,322-32.4% | $4,866-67.7% |
| Participant deferral / active EE | $4,620 | $3,939+17.3% | $2,953+56.4% | $5,352-13.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |