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 | $17,075 | $138,044-87.6% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,423 | $5,243-53.8% | $4,814-49.7% | $4,740-48.9% |
| Participant deferral / active EE | $4,576 | $7,799-41.3% | $7,446-38.5% | $6,400-28.5% |
| Admin fee / account holder | $155 | $11,571-98.7% | $10,010-98.5% | $11,426-98.6% |