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 | $56,269 | $138,044-59.2% | $125,339-55.1% | $134,475-58.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,520 | $5,243-51.9% | $4,814-47.6% | $4,740-46.8% |
| Participant deferral / active EE | $7,743 | $7,799-0.7% | $7,446+4.0% | $6,400+21.0% |
| Admin fee / account holder | $56 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |