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 | $16,312 | $138,044-88.2% | $125,339-87.0% | $134,475-87.9% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,551 | $5,243-70.4% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $2,700 | $7,799-65.4% | $7,446-63.7% | $6,400-57.8% |
| Admin fee / account holder | $124 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |