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 | $5,010 | $84,402-94.1% | $61,373-91.8% | $134,475-96.3% |
| Participation rate | 94.1% | 62.2%+31.9pp | 52.6%+41.5pp | 81.2%+12.9pp |
| Annual return | -20.42% | 584.55%-605.0pp | 338.61%-359.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $706 | $1,544-54.3% | $1,159-39.1% | $4,740-85.1% |
| Participant deferral / active EE | $2,543 | $2,819-9.8% | $2,125+19.7% | $6,400-60.3% |
| Admin fee / account holder | $18 | $2,585-99.3% | $2,130-99.2% | $11,426-99.8% |