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 | $37,689 | $133,958-71.9% | $112,228-66.4% | $134,475-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,996 | $4,038+48.5% | $3,635+65.0% | $4,740+26.5% |
| Participant deferral / active EE | $4,341 | $5,291-17.9% | $4,728-8.2% | $6,400-32.2% |
| Admin fee / account holder | $13 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |