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 | $44,757 | $82,286-45.6% | $68,791-34.9% | $134,475-66.7% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.0%+26.0pp | 81.2%+13.8pp |
| Annual return | -16.25% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,851 | $3,301+137.9% | $2,655+195.7% | $4,740+65.6% |
| Participant deferral / active EE | $1,990 | $4,739-58.0% | $3,941-49.5% | $6,400-68.9% |
| Admin fee / account holder | $8 | $6,481-99.9% | $4,932-99.8% | $11,426-99.9% |