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 | $58,757 | $106,543-44.9% | $91,220-35.6% | $134,475-56.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.76% | 160.60%-174.4pp | 114.01%-127.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,817 | $3,331-45.4% | $2,850-36.2% | $4,740-61.7% |
| Participant deferral / active EE | $5,500 | $4,719+16.6% | $4,234+29.9% | $6,400-14.1% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |