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 | $31,522 | $90,600-65.2% | $79,464-60.3% | $135,375-76.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -7.16% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,205 | $3,068-60.7% | $2,800-57.0% | $4,779-74.8% |
| Participant deferral / active EE | $1,678 | $4,050-58.6% | $3,704-54.7% | $5,609-70.1% |
| Admin fee / account holder | $92 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |