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 | $23,167 | $90,600-74.4% | $79,464-70.8% | $135,375-82.9% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -8.99% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $3,900 | $4,050-3.7% | $3,704+5.3% | $5,609-30.5% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |