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 | $24,889 | $129,942-80.8% | $104,294-76.1% | $134,475-81.5% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.4pp | 81.2%+3.4pp |
| Annual return | -16.93% | 42.03%-59.0pp | 24.61%-41.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,965 | $4,184-29.1% | $3,372-12.1% | $4,740-37.4% |
| Participant deferral / active EE | $4,750 | $5,588-15.0% | $4,625+2.7% | $6,400-25.8% |
| Admin fee / account holder | $152 | $9,323-98.4% | $7,339-97.9% | $11,426-98.7% |