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 | $16,889 | $54,229-68.9% | $70,092-75.9% | $68,494-75.3% |
| Participation rate | 97.4% | 64.5%+32.9pp | 70.5%+27.0pp | 67.9%+29.5pp |
| Annual return | -16.66% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,104 | $2,018+53.8% | $2,559+21.3% | $2,596+19.6% |
| Participant deferral / active EE | $5,394 | $2,956+82.5% | $3,849+40.1% | $4,027+33.9% |
| Admin fee / account holder | $134 | $4,694-97.2% | $6,267-97.9% | $5,403-97.5% |