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 | $85,229 | $92,703-8.1% | $82,719+3.0% | $134,475-36.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -7.44% | 944.92%-952.4pp | 701.18%-708.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,245 | $3,274-62.0% | $3,009-58.6% | $4,740-73.7% |
| Participant deferral / active EE | $6,749 | $4,802+40.6% | $4,395+53.6% | $6,400+5.5% |
| Admin fee / account holder | $162 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |