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 5-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 | $38,453 | $106,543-63.9% | $91,220-57.8% | $134,475-71.4% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -19.91% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,490 | $3,331-25.2% | $2,850-12.6% | $4,740-47.5% |
| Participant deferral / active EE | $7,290 | $4,719+54.5% | $4,234+72.2% | $6,400+13.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |