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 | $13,560 | $54,350-75.1% | $82,719-83.6% | $68,494-80.2% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.6pp | 67.9%+23.2pp |
| Annual return | -18.27% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,450 | $2,218-34.6% | $3,009-51.8% | $2,596-44.1% |
| Participant deferral / active EE | $1,989 | $3,246-38.7% | $4,395-54.7% | $4,027-50.6% |
| Admin fee / account holder | $5 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |