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 | $42,781 | $92,703-53.9% | $82,719-48.3% | $134,475-68.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -16.36% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,488 | $3,274-54.6% | $3,009-50.6% | $4,740-68.6% |
| Participant deferral / active EE | $6,046 | $4,802+25.9% | $4,395+37.6% | $6,400-5.5% |
| Admin fee / account holder | $151 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |