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 5-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 | $39,310 | $138,044-71.5% | $125,339-68.6% | $134,475-70.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,178 | $5,243-20.3% | $4,814-13.2% | $4,740-11.9% |
| Participant deferral / active EE | $4,891 | $7,799-37.3% | $7,446-34.3% | $6,400-23.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |