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 | $62,578 | $93,024-32.7% | $77,024-18.8% | $134,475-53.5% |
| Participation rate | 78.9% | 74.5%+4.5pp | 67.9%+11.0pp | 81.2%-2.3pp |
| Annual return | -15.95% | 62.60%-78.5pp | 42.32%-58.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,949 | $3,418-43.0% | $2,812-30.7% | $4,740-58.9% |
| Participant deferral / active EE | $5,817 | $5,238+11.1% | $4,426+31.4% | $6,400-9.1% |
| Admin fee / account holder | $141 | $6,944-98.0% | $5,425-97.4% | $11,426-98.8% |