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 6-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 | $35,514 | $91,911-61.4% | $68,793-48.4% | $135,375-73.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.63% | -8.22%+3.6pp | -4.63%0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,778 | $3,924-54.7% | $2,625-32.3% | $4,779-62.8% |
| Participant deferral / active EE | $1,483 | $4,315-65.6% | $3,311-55.2% | $5,609-73.6% |
| Admin fee / account holder | $192 | $9,240-97.9% | $5,131-96.3% | $10,827-98.2% |