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 | $32,551 | $92,222-64.7% | $76,768-57.6% | $135,375-76.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.73% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $6,529 | $3,216+103.0% | $2,485+162.7% | $4,779+36.6% |
| Participant deferral / active EE | $7,783 | $4,509+72.6% | $3,852+102.1% | $5,609+38.8% |
| Admin fee / account holder | $46 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |