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 | $39,469 | $93,024-57.6% | $77,024-48.8% | $134,475-70.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.89% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,763 | $3,418-48.4% | $2,812-37.3% | $4,740-62.8% |
| Participant deferral / active EE | $8,597 | $5,238+64.1% | $4,426+94.2% | $6,400+34.3% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |