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 | $68,157 | $93,024-26.7% | $77,024-11.5% | $134,475-49.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.33% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,829 | $3,418-46.5% | $2,812-35.0% | $4,740-61.4% |
| Participant deferral / active EE | $6,750 | $5,238+28.9% | $4,426+52.5% | $6,400+5.5% |
| Admin fee / account holder | $19 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |