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 | $15,972 | $138,044-88.4% | $125,339-87.3% | $134,475-88.1% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.08% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,390 | $5,243-54.4% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $3,932 | $7,799-49.6% | $7,446-47.2% | $6,400-38.6% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |