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 | $24,566 | $32,117-23.5% | $71,086-65.4% | $64,186-61.7% |
| Participation rate | 90.6% | 42.7%+47.9pp | 54.7%+36.0pp | 69.6%+21.1pp |
| Annual return | -8.76% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,237 | $712+354.5% | $1,088+197.6% | $2,381+36.0% |
| Participant deferral / active EE | $5,856 | $1,263+363.7% | $1,874+212.5% | $3,470+68.8% |
| Admin fee / account holder | $10 | $2,759-99.6% | $3,082-99.7% | $4,888-99.8% |