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 | $26,889 | $97,757-72.5% | $83,848-67.9% | $135,375-80.1% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -4.81% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,139 | $4,222-49.3% | $3,631-41.1% | $4,779-55.2% |
| Participant deferral / active EE | $5,214 | $4,682+11.3% | $4,082+27.7% | $5,609-7.0% |
| Admin fee / account holder | $9 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |