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 | $21,970 | $138,044-84.1% | $125,339-82.5% | $134,475-83.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.32% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,494 | $5,243-52.4% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $5,950 | $7,799-23.7% | $7,446-20.1% | $6,400-7.0% |
| Admin fee / account holder | $54 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |