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 10-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 | $44,426 | $95,971-53.7% | $74,550-40.4% | $135,375-67.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.10% | 56.96%-60.1pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $848 | $2,716-68.8% | $1,961-56.8% | $4,779-82.3% |
| Participant deferral / active EE | $4,671 | $3,843+21.5% | $3,108+50.3% | $5,609-16.7% |
| Admin fee / account holder | $28 | $6,522-99.6% | $5,060-99.5% | $10,827-99.7% |