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 | $16,512 | $82,286-79.9% | $68,791-76.0% | $134,475-87.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -18.31% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,576 | $3,301-52.3% | $2,655-40.7% | $4,740-66.8% |
| Participant deferral / active EE | $3,828 | $4,739-19.2% | $3,941-2.9% | $6,400-40.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |