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 | $26,486 | $133,958-80.2% | $112,228-76.4% | $134,475-80.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -9.56% | 47.11%-56.7pp | 27.45%-37.0pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,410 | $4,038-40.3% | $3,635-33.7% | $4,740-49.2% |
| Participant deferral / active EE | $7,815 | $5,291+47.7% | $4,728+65.3% | $6,400+22.1% |
| Admin fee / account holder | $262 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |