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 | $26,229 | $138,065-81.0% | $123,544-78.8% | $135,375-80.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.23% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,751 | $5,151-66.0% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $4,099 | $6,799-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $139 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |