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 | $50,106 | $138,044-63.7% | $125,339-60.0% | $134,475-62.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.15% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,895 | $5,243-63.9% | $4,814-60.6% | $4,740-60.0% |
| Participant deferral / active EE | $12,196 | $7,799+56.4% | $7,446+63.8% | $6,400+90.6% |
| Admin fee / account holder | $89 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |