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 | $22,340 | $84,402-73.5% | $61,373-63.6% | $134,475-83.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -18.83% | 584.55%-603.4pp | 338.61%-357.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $196 | $1,544-87.3% | $1,159-83.1% | $4,740-95.9% |
| Participant deferral / active EE | $3,138 | $2,819+11.3% | $2,125+47.7% | $6,400-51.0% |
| Admin fee / account holder | $266 | $2,585-89.7% | $2,130-87.5% | $11,426-97.7% |