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 | $15,495 | $92,703-83.3% | $82,719-81.3% | $134,475-88.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -19.38% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,606 | $3,274-50.9% | $3,009-46.6% | $4,740-66.1% |
| Participant deferral / active EE | $2,717 | $4,802-43.4% | $4,395-38.2% | $6,400-57.5% |
| Admin fee / account holder | $86 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |