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 | $45,062 | $133,958-66.4% | $112,228-59.8% | $134,475-66.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -7.84% | 47.11%-55.0pp | 27.45%-35.3pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,405 | $4,038-15.7% | $3,635-6.3% | $4,740-28.2% |
| Participant deferral / active EE | $5,714 | $5,291+8.0% | $4,728+20.9% | $6,400-10.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |