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 8-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 | $39,279 | $72,404-45.8% | $110,238-64.4% | $64,186-38.8% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.4pp | 69.6%+21.6pp |
| Annual return | -7.53% | -6.29%-1.2pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,235 | $2,282-45.9% | $3,826-67.7% | $2,381-48.1% |
| Participant deferral / active EE | $3,063 | $3,469-11.7% | $4,672-34.4% | $3,470-11.7% |
| Admin fee / account holder | $240 | $5,664-95.8% | $8,547-97.2% | $4,888-95.1% |