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 | $60,985 | $82,286-25.9% | $68,791-11.3% | $134,475-54.6% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -11.56% | -2.19%-9.4pp | -6.38%-5.2pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,608 | $3,301-21.0% | $2,655-1.8% | $4,740-45.0% |
| Participant deferral / active EE | $6,254 | $4,739+32.0% | $3,941+58.7% | $6,400-2.3% |
| Admin fee / account holder | $284 | $6,481-95.6% | $4,932-94.2% | $11,426-97.5% |