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 | $70,454 | $93,024-24.3% | $77,024-8.5% | $134,475-47.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -17.31% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,305 | $3,418+26.0% | $2,812+53.1% | $4,740-9.2% |
| Participant deferral / active EE | $4,516 | $5,238-13.8% | $4,426+2.0% | $6,400-29.4% |
| Admin fee / account holder | $63 | $6,944-99.1% | $5,425-98.8% | $11,426-99.4% |