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 6-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 | $29,121 | $117,690-75.3% | $71,735-59.4% | $134,475-78.3% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -20.68% | 25.44%-46.1pp | 9.14%-29.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,593 | $2,525+81.9% | $1,704+169.6% | $4,740-3.1% |
| Participant deferral / active EE | $4,727 | $3,759+25.7% | $2,658+77.8% | $6,400-26.1% |
| Admin fee / account holder | $20 | $6,379-99.7% | $3,974-99.5% | $11,426-99.8% |