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 | $23,464 | $138,044-83.0% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.62% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,941 | $5,243-63.0% | $4,814-59.7% | $4,740-59.0% |
| Participant deferral / active EE | $6,451 | $7,799-17.3% | $7,446-13.4% | $6,400+0.8% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |