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 6-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 | $36,570 | $152,509-76.0% | $117,472-68.9% | $134,475-72.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.16% | 52.99%-73.1pp | 29.74%-49.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,177 | $5,571-60.9% | $4,176-47.9% | $4,740-54.1% |
| Participant deferral / active EE | $13,825 | $4,818+187.0% | $4,070+239.7% | $6,400+116.0% |
| Admin fee / account holder | $289 | $7,004-95.9% | $5,645-94.9% | $11,426-97.5% |