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 | $35,289 | $97,044-63.6% | $83,333-57.7% | $135,375-73.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -9.38% | 12.31%-21.7pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,434 | $4,143-65.4% | $3,379-57.6% | $4,779-70.0% |
| Participant deferral / active EE | $4,481 | $5,964-24.9% | $5,565-19.5% | $5,609-20.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |