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 | $44,018 | $82,664-46.8% | $125,339-64.9% | $68,494-35.7% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -12.83% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,355 | $6,110+69.5% | $7,446+39.1% | $4,027+157.1% |
| Admin fee / account holder | $86 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |