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 | $17,688 | $138,044-87.2% | $125,339-85.9% | $134,475-86.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -14.28% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,723 | $5,243-48.1% | $4,814-43.4% | $4,740-42.6% |
| Participant deferral / active EE | $6,093 | $7,799-21.9% | $7,446-18.2% | $6,400-4.8% |
| Admin fee / account holder | $4 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |