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 | $28,600 | $133,958-78.6% | $112,228-74.5% | $134,475-78.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -8.41% | 47.11%-55.5pp | 27.45%-35.9pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,611 | $4,038-60.1% | $3,635-55.7% | $4,740-66.0% |
| Participant deferral / active EE | $3,685 | $5,291-30.3% | $4,728-22.1% | $6,400-42.4% |
| Admin fee / account holder | $211 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |