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 | $14,664 | $54,350-73.0% | $82,719-82.3% | $68,494-78.6% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -18.21% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,278 | $2,218-42.4% | $3,009-57.5% | $2,596-50.8% |
| Participant deferral / active EE | $1,115 | $3,246-65.6% | $4,395-74.6% | $4,027-72.3% |
| Admin fee / account holder | $191 | $4,395-95.7% | $5,329-96.4% | $5,403-96.5% |