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 | $55,944 | $133,958-58.2% | $112,228-50.2% | $134,475-58.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.32% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,889 | $4,038-53.2% | $3,635-48.0% | $4,740-60.2% |
| Participant deferral / active EE | $1,999 | $5,291-62.2% | $4,728-57.7% | $6,400-68.8% |
| Admin fee / account holder | $289 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |