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 6-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 | $24,895 | $138,044-82.0% | $125,339-80.1% | $134,475-81.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,758 | $5,243-47.4% | $4,814-42.7% | $4,740-41.8% |
| Participant deferral / active EE | $5,696 | $7,799-27.0% | $7,446-23.5% | $6,400-11.0% |
| Admin fee / account holder | $144 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |