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 | $23,278 | $152,509-84.7% | $117,472-80.2% | $134,475-82.7% |
| Participation rate | 94.4% | 77.1%+17.4pp | 70.6%+23.9pp | 81.2%+13.2pp |
| Annual return | -6.53% | 52.99%-59.5pp | 29.74%-36.3pp | 417.96%-424.5pp |
| Employer contribution / active EE | $5,706 | $5,571+2.4% | $4,176+36.6% | $4,740+20.4% |
| Participant deferral / active EE | $1,139 | $4,818-76.4% | $4,070-72.0% | $6,400-82.2% |
| Admin fee / account holder | $86 | $7,004-98.8% | $5,645-98.5% | $11,426-99.2% |