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 | $33,256 | $138,044-75.9% | $125,339-73.5% | $134,475-75.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.74% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,744 | $5,243-47.7% | $4,814-43.0% | $4,740-42.1% |
| Participant deferral / active EE | $5,835 | $7,799-25.2% | $7,446-21.6% | $6,400-8.8% |
| Admin fee / account holder | $116 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |