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 | $30,371 | $133,958-77.3% | $112,228-72.9% | $134,475-77.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.66% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,868 | $4,038-53.7% | $3,635-48.6% | $4,740-60.6% |
| Participant deferral / active EE | $3,068 | $5,291-42.0% | $4,728-35.1% | $6,400-52.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |