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 | $32,794 | $138,044-76.2% | $125,339-73.8% | $134,475-75.6% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -10.56% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,273 | $5,243-37.6% | $4,814-32.0% | $4,740-30.9% |
| Participant deferral / active EE | $7,569 | $7,799-3.0% | $7,446+1.6% | $6,400+18.3% |
| Admin fee / account holder | $157 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |