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 9-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 | $42,854 | $133,958-68.0% | $112,228-61.8% | $134,475-68.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.21% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,557 | $4,038-36.7% | $3,635-29.6% | $4,740-46.0% |
| Participant deferral / active EE | $5,162 | $5,291-2.4% | $4,728+9.2% | $6,400-19.3% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |