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 8-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 | $36,086 | $152,509-76.3% | $117,472-69.3% | $134,475-73.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,535 | $5,571+17.3% | $4,176+56.5% | $4,740+37.9% |
| Participant deferral / active EE | $5,030 | $4,818+4.4% | $4,070+23.6% | $6,400-21.4% |
| Admin fee / account holder | $85 | $7,004-98.8% | $5,645-98.5% | $11,426-99.3% |