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 | $49,084 | $95,971-48.9% | $74,550-34.2% | $135,375-63.7% |
| Participation rate | 87.0% | 75.7%+11.3pp | 69.1%+17.8pp | 82.6%+4.3pp |
| Annual return | -7.86% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,270 | $2,716-16.4% | $1,961+15.8% | $4,779-52.5% |
| Participant deferral / active EE | $4,586 | $3,843+19.3% | $3,108+47.6% | $5,609-18.2% |
| Admin fee / account holder | $270 | $6,522-95.9% | $5,060-94.7% | $10,827-97.5% |