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 | $43,568 | $93,024-53.2% | $77,024-43.4% | $134,475-67.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.95% | 62.60%-82.5pp | 42.32%-62.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,882 | $3,418-15.7% | $2,812+2.5% | $4,740-39.2% |
| Participant deferral / active EE | $13,927 | $5,238+165.9% | $4,426+214.6% | $6,400+117.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |