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 | $26,197 | $138,044-81.0% | $125,339-79.1% | $134,475-80.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.91% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,989 | $5,243-43.0% | $4,814-37.9% | $4,740-36.9% |
| Participant deferral / active EE | $8,933 | $7,799+14.5% | $7,446+20.0% | $6,400+39.6% |
| Admin fee / account holder | $108 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |