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 | $30,818 | $138,044-77.7% | $125,339-75.4% | $134,475-77.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.81% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,814-61.5% | $4,740-60.9% |
| Participant deferral / active EE | $6,258 | $7,799-19.8% | $7,446-16.0% | $6,400-2.2% |
| Admin fee / account holder | $123 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |