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 | $23,917 | $63,953-62.6% | $54,726-56.3% | $135,375-82.3% |
| Participation rate | 71.4% | 84.9%-13.4pp | 79.1%-7.7pp | 82.6%-11.2pp |
| Annual return | -5.39% | -5.77%+0.4pp | -4.56%-0.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,731 | $4,256-35.8% | $3,449-20.8% | $4,779-42.9% |
| Participant deferral / active EE | $3,833 | $4,810-20.3% | $3,953-3.0% | $5,609-31.7% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |