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 | $13,784 | $84,402-83.7% | $61,373-77.5% | $134,475-89.7% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -6.59% | 584.55%-591.1pp | 338.61%-345.2pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,262 | $1,544+111.2% | $1,159+181.3% | $4,740-31.2% |
| Participant deferral / active EE | $2,101 | $2,819-25.5% | $2,125-1.1% | $6,400-67.2% |
| Admin fee / account holder | $189 | $2,585-92.7% | $2,130-91.1% | $11,426-98.3% |