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 9-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 | $46,991 | $138,044-66.0% | $125,339-62.5% | $134,475-65.1% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -12.20% | 750.33%-762.5pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,341 | $5,243-55.3% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $6,820 | $7,799-12.6% | $7,446-8.4% | $6,400+6.6% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |