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 | $19,437 | $129,942-85.0% | $104,294-81.4% | $134,475-85.5% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -18.46% | 42.03%-60.5pp | 24.61%-43.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,590 | $4,184-38.1% | $3,372-23.2% | $4,740-45.4% |
| Participant deferral / active EE | $6,345 | $5,588+13.5% | $4,625+37.2% | $6,400-0.9% |
| Admin fee / account holder | $32 | $9,323-99.7% | $7,339-99.6% | $11,426-99.7% |