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 | $26,647 | $158,817-83.2% | $121,196-78.0% | $135,375-80.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -4.70% | -0.64%-4.1pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,724 | $4,005-7.0% | $3,344+11.3% | $5,609-33.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |