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 | $21,866 | $138,044-84.2% | $125,339-82.6% | $134,475-83.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.06% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,820 | $5,243-65.3% | $4,814-62.2% | $4,740-61.6% |
| Participant deferral / active EE | $5,123 | $7,799-34.3% | $7,446-31.2% | $6,400-19.9% |
| Admin fee / account holder | $102 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |