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 | $51,562 | $158,817-67.5% | $121,196-57.5% | $135,375-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.35% | -0.64%-3.7pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,321 | $5,665-6.1% | $4,022+32.3% | $4,779+11.3% |
| Participant deferral / active EE | $10,600 | $4,005+164.7% | $3,344+216.9% | $5,609+89.0% |
| Admin fee / account holder | $106 | $6,512-98.4% | $5,019-97.9% | $10,827-99.0% |