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 6-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 | $18,948 | $82,664-77.1% | $125,339-84.9% | $68,494-72.3% |
| Participation rate | 73.5% | 75.0%-1.5pp | 82.4%-8.8pp | 67.9%+5.6pp |
| Annual return | -15.52% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,922 | $3,381-43.2% | $4,814-60.1% | $2,596-26.0% |
| Participant deferral / active EE | $3,336 | $6,110-45.4% | $7,446-55.2% | $4,027-17.2% |
| Admin fee / account holder | $245 | $6,275-96.1% | $10,010-97.6% | $5,403-95.5% |