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 | $42,723 | $59,107-27.7% | $86,436-50.6% | $68,494-37.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -17.78% | -0.23%-17.6pp | 4394.89%-4412.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,537 | $5,901+61.6% | $6,952+37.2% | $4,027+136.8% |
| Admin fee / account holder | $254 | $5,637-95.5% | $6,731-96.2% | $5,403-95.3% |