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 | $53,040 | $57,354-7.5% | $83,848-36.7% | $64,186-17.4% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.2pp | 69.6%+14.8pp |
| Annual return | -8.48% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,263 | $2,545-50.4% | $3,631-65.2% | $2,381-47.0% |
| Participant deferral / active EE | $3,943 | $2,993+31.8% | $4,082-3.4% | $3,470+13.7% |
| Admin fee / account holder | $105 | $4,046-97.4% | $5,478-98.1% | $4,888-97.9% |