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 4-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 | $22,739 | $138,044-83.5% | $125,339-81.9% | $134,475-83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.09% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,079 | $5,243-60.4% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $7,473 | $7,799-4.2% | $7,446+0.4% | $6,400+16.8% |
| Admin fee / account holder | $109 | $11,571-99.1% | $10,010-98.9% | $11,426-99.0% |