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 | $25,440 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -2.71% | 750.33%-753.0pp | 572.05%-574.8pp | 417.96%-420.7pp |
| Employer contribution / active EE | $1,096 | $5,243-79.1% | $4,814-77.2% | $4,740-76.9% |
| Participant deferral / active EE | $11,392 | $7,799+46.1% | $7,446+53.0% | $6,400+78.0% |
| Admin fee / account holder | $250 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |