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 | $5,383 | $84,402-93.6% | $61,373-91.2% | $134,475-96.0% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -14.00% | 584.55%-598.5pp | 338.61%-352.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $610 | $1,544-60.5% | $1,159-47.4% | $4,740-87.1% |
| Participant deferral / active EE | $824 | $2,819-70.8% | $2,125-61.2% | $6,400-87.1% |
| Admin fee / account holder | $37 | $2,585-98.6% | $2,130-98.3% | $11,426-99.7% |