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 | $23,183 | $133,958-82.7% | $112,228-79.3% | $134,475-82.8% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -20.18% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,711 | $4,038-8.1% | $3,635+2.1% | $4,740-21.7% |
| Participant deferral / active EE | $7,586 | $5,291+43.4% | $4,728+60.4% | $6,400+18.5% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |