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 | $25,814 | $92,703-72.2% | $82,719-68.8% | $134,475-80.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.18% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,097 | $3,274-35.9% | $3,009-30.3% | $4,740-55.8% |
| Participant deferral / active EE | $6,587 | $4,802+37.2% | $4,395+49.9% | $6,400+2.9% |
| Admin fee / account holder | $126 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |