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 | $29,812 | $180,449-83.5% | $154,107-80.7% | $135,375-78.0% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -8.45% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,984 | $6,035-67.1% | $5,298-62.5% | $4,779-58.5% |
| Participant deferral / active EE | $4,614 | $5,806-20.5% | $5,081-9.2% | $5,609-17.7% |
| Admin fee / account holder | $231 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |