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 | $17,288 | $86,699-80.1% | $73,307-76.4% | $125,391-86.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -1.67% | 2.78%-4.4pp | 5.67%-7.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,550 | $5,550-36.0% | $4,991-28.9% | $5,352-33.7% |
| Admin fee / account holder | $42 | $7,771-99.5% | $5,637-99.3% | $9,540-99.6% |