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 | $49,982 | $197,825-74.7% | $155,790-67.9% | $125,391-60.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 76.1%+13.9pp | 83.2%+6.8pp |
| Annual return | -1.45% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $825 | $4,847-83.0% | $3,836-78.5% | $4,866-83.0% |
| Participant deferral / active EE | $1,959 | $5,630-65.2% | $4,797-59.2% | $5,352-63.4% |
| Admin fee / account holder | $13 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |