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 4-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 | $54,038 | $93,024-41.9% | $77,024-29.8% | $134,475-59.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.65% | 62.60%-83.2pp | 42.32%-63.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,944 | $3,418-13.9% | $2,812+4.7% | $4,740-37.9% |
| Participant deferral / active EE | $27,000 | $5,238+415.5% | $4,426+510.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |