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 | $33,497 | $95,971-65.1% | $74,550-55.1% | $135,375-75.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.84% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,570 | $2,716-42.2% | $1,961-19.9% | $4,779-67.2% |
| Participant deferral / active EE | $5,285 | $3,843+37.5% | $3,108+70.0% | $5,609-5.8% |
| Admin fee / account holder | $56 | $6,522-99.1% | $5,060-98.9% | $10,827-99.5% |