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 | $26,950 | $190,805-85.9% | $159,960-83.2% | $134,475-80.0% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -19.59% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,970 | $4,995-60.6% | $4,226-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $3,516 | $6,923-49.2% | $6,182-43.1% | $6,400-45.1% |
| Admin fee / account holder | $114 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |