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 | $58,415 | $133,958-56.4% | $112,228-48.0% | $134,475-56.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.89% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,797 | $4,038-55.5% | $3,635-50.6% | $4,740-62.1% |
| Participant deferral / active EE | $7,271 | $5,291+37.4% | $4,728+53.8% | $6,400+13.6% |
| Admin fee / account holder | $16 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |