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 | $15,904 | $84,402-81.2% | $61,373-74.1% | $134,475-88.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 584.55%-601.8pp | 338.61%-355.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,094 | $1,544+35.6% | $1,159+80.6% | $4,740-55.8% |
| Participant deferral / active EE | $2,941 | $2,819+4.3% | $2,125+38.4% | $6,400-54.0% |
| Admin fee / account holder | $176 | $2,585-93.2% | $2,130-91.7% | $11,426-98.5% |