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 | $21,098 | $106,543-80.2% | $91,220-76.9% | $134,475-84.3% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -20.87% | 160.60%-181.5pp | 114.01%-134.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,849 | $3,331-14.5% | $2,8500% | $4,740-39.9% |
| Participant deferral / active EE | $6,514 | $4,719+38.0% | $4,234+53.9% | $6,400+1.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |