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 | $66,789 | $138,044-51.6% | $125,339-46.7% | $134,475-50.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.73% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,826 | $5,243-46.1% | $4,814-41.3% | $4,740-40.4% |
| Participant deferral / active EE | $7,975 | $7,799+2.3% | $7,446+7.1% | $6,400+24.6% |
| Admin fee / account holder | $277 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |