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 | $25,475 | $97,757-73.9% | $83,848-69.6% | $135,375-81.2% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -8.21% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,765 | $4,222-58.2% | $3,631-51.4% | $4,779-63.1% |
| Participant deferral / active EE | $2,068 | $4,682-55.8% | $4,082-49.3% | $5,609-63.1% |
| Admin fee / account holder | $111 | $6,674-98.3% | $5,478-98.0% | $10,827-99.0% |