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 | $29,557 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.60% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,106 | $5,243-40.8% | $4,814-35.5% | $4,740-34.5% |
| Participant deferral / active EE | $5,577 | $7,799-28.5% | $7,446-25.1% | $6,400-12.9% |
| Admin fee / account holder | $64 | $11,571-99.4% | $10,010-99.4% | $11,426-99.4% |