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 4-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 | $48,492 | $92,703-47.7% | $82,719-41.4% | $134,475-63.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.05% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,586 | $3,274+40.1% | $3,009+52.4% | $4,740-3.2% |
| Participant deferral / active EE | $4,046 | $4,802-15.7% | $4,395-7.9% | $6,400-36.8% |
| Admin fee / account holder | $220 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |