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 | $25,321 | $84,402-70.0% | $61,373-58.7% | $134,475-81.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -16.48% | 584.55%-601.0pp | 338.61%-355.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $780 | $1,544-49.5% | $1,159-32.7% | $4,740-83.5% |
| Participant deferral / active EE | $5,004 | $2,819+77.5% | $2,125+135.5% | $6,400-21.8% |
| Admin fee / account holder | $211 | $2,585-91.8% | $2,130-90.1% | $11,426-98.2% |