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 7-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 | $11,638 | $133,958-91.3% | $112,228-89.6% | $134,475-91.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.81% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,449 | $4,038-64.1% | $3,635-60.1% | $4,740-69.4% |
| Participant deferral / active EE | $4,550 | $5,291-14.0% | $4,728-3.8% | $6,400-28.9% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |