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 9-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 | $34,755 | $90,600-61.6% | $79,464-56.3% | $135,375-74.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.88% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,063 | $3,068-65.4% | $2,800-62.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,719 | $4,050-57.6% | $3,704-53.6% | $5,609-69.4% |
| Admin fee / account holder | $2 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |