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 | $20,274 | $133,958-84.9% | $112,228-81.9% | $134,475-84.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.70% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,879 | $4,038-53.5% | $3,635-48.3% | $4,740-60.4% |
| Participant deferral / active EE | $4,726 | $5,291-10.7% | $4,7280% | $6,400-26.2% |
| Admin fee / account holder | $84 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |