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 | $37,235 | $138,044-73.0% | $125,339-70.3% | $134,475-72.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -11.31% | 750.33%-761.6pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,789 | $5,243-65.9% | $4,814-62.8% | $4,740-62.3% |
| Participant deferral / active EE | $9,172 | $7,799+17.6% | $7,446+23.2% | $6,400+43.3% |
| Admin fee / account holder | $168 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |