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 | $28,997 | $67,331-56.9% | $60,874-52.4% | $134,475-78.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -14.97% | 49.93%-64.9pp | 16.90%-31.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,548 | $3,096-50.0% | $2,701-42.7% | $4,740-67.3% |
| Participant deferral / active EE | $1,927 | $4,538-57.5% | $3,817-49.5% | $6,400-69.9% |
| Admin fee / account holder | $63 | $4,582-98.6% | $3,224-98.0% | $11,426-99.4% |