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 | $45,206 | $106,543-57.6% | $91,220-50.4% | $134,475-66.4% |
| Participation rate | 95.5% | 76.8%+18.6pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -16.95% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,915 | $3,331-42.5% | $2,850-32.8% | $4,740-59.6% |
| Participant deferral / active EE | $5,383 | $4,719+14.1% | $4,234+27.1% | $6,400-15.9% |
| Admin fee / account holder | $175 | $6,231-97.2% | $5,420-96.8% | $11,426-98.5% |