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 | $23,271 | $84,402-72.4% | $61,373-62.1% | $134,475-82.7% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -9.44% | 584.55%-594.0pp | 338.61%-348.0pp | 417.96%-427.4pp |
| Employer contribution / active EE | $724 | $1,544-53.1% | $1,159-37.5% | $4,740-84.7% |
| Participant deferral / active EE | $3,533 | $2,819+25.3% | $2,125+66.2% | $6,400-44.8% |
| Admin fee / account holder | $272 | $2,585-89.5% | $2,130-87.2% | $11,426-97.6% |