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 4-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 | $51,147 | $138,044-62.9% | $125,339-59.2% | $134,475-62.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.05% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,198 | $5,243-58.1% | $4,814-54.3% | $4,740-53.6% |
| Participant deferral / active EE | $14,180 | $7,799+81.8% | $7,446+90.4% | $6,400+121.6% |
| Admin fee / account holder | $201 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |