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 | $75,978 | $82,664-8.1% | $125,339-39.4% | $68,494+10.9% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -17.94% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,447 | $3,381+31.5% | $4,814-7.6% | $2,596+71.3% |
| Participant deferral / active EE | $7,792 | $6,110+27.5% | $7,446+4.6% | $4,027+93.5% |
| Admin fee / account holder | $134 | $6,275-97.9% | $10,010-98.7% | $5,403-97.5% |