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 | $35,214 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -7.77% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,050 | $5,151-79.6% | $4,628-77.3% | $4,779-78.0% |
| Participant deferral / active EE | $3,836 | $6,799-43.6% | $6,426-40.3% | $5,609-31.6% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |