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 | $27,590 | $138,044-80.0% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -15.30% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,834 | $5,243-65.0% | $4,814-61.9% | $4,740-61.3% |
| Participant deferral / active EE | $4,718 | $7,799-39.5% | $7,446-36.6% | $6,400-26.3% |
| Admin fee / account holder | $64 | $11,571-99.4% | $10,010-99.4% | $11,426-99.4% |