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 | $32,503 | $133,958-75.7% | $112,228-71.0% | $134,475-75.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.3pp |
| Annual return | -20.22% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,403 | $4,038-40.5% | $3,635-33.9% | $4,740-49.3% |
| Participant deferral / active EE | $4,939 | $5,291-6.6% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |