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 | $48,759 | $93,024-47.6% | $77,024-36.7% | $134,475-63.7% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -3.93% | 62.60%-66.5pp | 42.32%-46.2pp | 417.96%-421.9pp |
| Employer contribution / active EE | $710 | $3,418-79.2% | $2,812-74.7% | $4,740-85.0% |
| Participant deferral / active EE | $4,059 | $5,238-22.5% | $4,426-8.3% | $6,400-36.6% |
| Admin fee / account holder | $85 | $6,944-98.8% | $5,425-98.4% | $11,426-99.3% |