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 4-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 | $22,749 | $190,805-88.1% | $159,960-85.8% | $134,475-83.1% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -17.12% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,522 | $4,995-49.5% | $4,226-40.3% | $4,740-46.8% |
| Participant deferral / active EE | $7,872 | $6,923+13.7% | $6,182+27.3% | $6,400+23.0% |
| Admin fee / account holder | $59 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |