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 | $24,988 | $107,791-76.8% | $90,645-72.4% | $135,375-81.5% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | -6.77% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,128 | $3,018+36.8% | $2,532+63.1% | $4,779-13.6% |
| Participant deferral / active EE | $2,769 | $3,872-28.5% | $3,425-19.1% | $5,609-50.6% |
| Admin fee / account holder | $7 | $5,930-99.9% | $4,994-99.9% | $10,827-99.9% |