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 8-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 | $29,368 | $82,664-64.5% | $125,339-76.6% | $68,494-57.1% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,238 | $3,381+54.9% | $4,814+8.8% | $2,596+101.7% |
| Participant deferral / active EE | $10,619 | $6,110+73.8% | $7,446+42.6% | $4,027+163.7% |
| Admin fee / account holder | $94 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |