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 | $14,629 | $67,331-78.3% | $60,874-76.0% | $134,475-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.27% | 49.93%-68.2pp | 16.90%-35.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,244 | $3,096+4.8% | $2,701+20.1% | $4,740-31.5% |
| Participant deferral / active EE | $6,074 | $4,538+33.8% | $3,817+59.1% | $6,400-5.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |