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 6-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 | $62,693 | $138,044-54.6% | $125,339-50.0% | $134,475-53.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,071 | $5,243-22.4% | $4,814-15.4% | $4,740-14.1% |
| Participant deferral / active EE | $14,760 | $7,799+89.3% | $7,446+98.2% | $6,400+130.6% |
| Admin fee / account holder | $233 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |