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 | $42,222 | $95,971-56.0% | $74,550-43.4% | $135,375-68.8% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.16% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $341 | $2,716-87.4% | $1,961-82.6% | $4,779-92.9% |
| Participant deferral / active EE | $5,140 | $3,843+33.7% | $3,108+65.4% | $5,609-8.4% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |