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 | $24,340 | $133,958-81.8% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.12% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,439 | $4,038-39.6% | $3,635-32.9% | $4,740-48.5% |
| Participant deferral / active EE | $5,239 | $5,291-1.0% | $4,728+10.8% | $6,400-18.1% |
| Admin fee / account holder | $266 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |