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 7-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 | $28,792 | $90,519-68.2% | $93,789-69.3% | $134,475-78.6% |
| Participation rate | 94.7% | 82.0%+12.8pp | 81.0%+13.8pp | 81.2%+13.5pp |
| Annual return | -18.50% | -15.72%-2.8pp | -11.33%-7.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,764 | $4,343-59.4% | $4,323-59.2% | $4,740-62.8% |
| Participant deferral / active EE | $4,449 | $5,978-25.6% | $6,094-27.0% | $6,400-30.5% |
| Admin fee / account holder | $172 | $9,252-98.1% | $7,195-97.6% | $11,426-98.5% |