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 9-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 | $33,133 | $138,044-76.0% | $125,339-73.6% | $134,475-75.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -6.62% | 750.33%-756.9pp | 572.05%-578.7pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,663 | $5,243-68.3% | $4,814-65.5% | $4,740-64.9% |
| Participant deferral / active EE | $7,171 | $7,799-8.1% | $7,446-3.7% | $6,400+12.0% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |