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 | $32,427 | $97,757-66.8% | $83,848-61.3% | $135,375-76.0% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -9.45% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,884 | $4,222+15.7% | $3,631+34.5% | $4,779+2.2% |
| Participant deferral / active EE | $4,789 | $4,682+2.3% | $4,082+17.3% | $5,609-14.6% |
| Admin fee / account holder | $91 | $6,674-98.6% | $5,478-98.3% | $10,827-99.2% |