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 7-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 | $47,658 | $133,958-64.4% | $112,228-57.5% | $134,475-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.86% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,718 | $4,038-32.7% | $3,635-25.2% | $4,740-42.7% |
| Participant deferral / active EE | $7,451 | $5,291+40.8% | $4,728+57.6% | $6,400+16.4% |
| Admin fee / account holder | $155 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |