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 | $23,038 | $138,044-83.3% | $125,339-81.6% | $134,475-82.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.84% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,374 | $5,243-35.7% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $7,863 | $7,799+0.8% | $7,446+5.6% | $6,400+22.9% |
| Admin fee / account holder | $86 | $11,571-99.3% | $10,010-99.1% | $11,426-99.2% |