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 | $51,488 | $129,942-60.4% | $104,294-50.6% | $134,475-61.7% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -17.21% | 42.03%-59.2pp | 24.61%-41.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,250 | $4,184-46.2% | $3,372-33.3% | $4,740-52.5% |
| Participant deferral / active EE | $3,741 | $5,588-33.0% | $4,625-19.1% | $6,400-41.5% |
| Admin fee / account holder | $172 | $9,323-98.2% | $7,339-97.7% | $11,426-98.5% |