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 | $70,985 | $106,543-33.4% | $91,220-22.2% | $134,475-47.2% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.2%+11.8pp | 81.2%+3.8pp |
| Annual return | -11.91% | 160.60%-172.5pp | 114.01%-125.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,118 | $3,331-36.4% | $2,850-25.7% | $4,740-55.3% |
| Participant deferral / active EE | $3,053 | $4,719-35.3% | $4,234-27.9% | $6,400-52.3% |
| Admin fee / account holder | $78 | $6,231-98.7% | $5,420-98.6% | $11,426-99.3% |