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 | $9,766 | $93,024-89.5% | $77,024-87.3% | $134,475-92.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -14.35% | 62.60%-76.9pp | 42.32%-56.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,250 | $3,418-63.4% | $2,812-55.6% | $4,740-73.6% |
| Participant deferral / active EE | $2,104 | $5,238-59.8% | $4,426-52.5% | $6,400-67.1% |
| Admin fee / account holder | $21 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |