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 | $34,870 | $133,958-74.0% | $112,228-68.9% | $134,475-74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.34% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,087 | $4,038-73.1% | $3,635-70.1% | $4,740-77.1% |
| Participant deferral / active EE | $1,576 | $5,291-70.2% | $4,728-66.7% | $6,400-75.4% |
| Admin fee / account holder | $201 | $7,489-97.3% | $6,410-96.9% | $11,426-98.2% |