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 | $16,456 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -19.57% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,998 | $5,243-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $2,914 | $7,799-62.6% | $7,446-60.9% | $6,400-54.5% |
| Admin fee / account holder | $67 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |