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 7-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 | $28,080 | $27,915+0.6% | $58,482-52.0% | $75,163-62.6% |
| Participation rate | 72.3% | 38.8%+33.5pp | 50.9%+21.5pp | 67.2%+5.1pp |
| Annual return | 16.09% | 44.20%-28.1pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,033 | $669+652.3% | $1,053+377.9% | $2,670+88.5% |
| Participant deferral / active EE | $1,648 | $1,201+37.2% | $1,924-14.3% | $4,125-60.1% |
| Admin fee / account holder | $114 | $1,726-93.4% | $2,516-95.5% | $5,651-98.0% |