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 | $29,288 | $180,449-83.8% | $154,107-81.0% | $135,375-78.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,461 | $6,035-75.8% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $3,023 | $5,806-47.9% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $199 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |