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 | $43,883 | $95,971-54.3% | $74,550-41.1% | $135,375-67.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,254 | $2,716-53.8% | $1,961-36.1% | $4,779-73.8% |
| Participant deferral / active EE | $8,545 | $3,843+122.3% | $3,108+174.9% | $5,609+52.4% |
| Admin fee / account holder | $166 | $6,522-97.5% | $5,060-96.7% | $10,827-98.5% |