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 | $33,060 | $93,024-64.5% | $77,024-57.1% | $134,475-75.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.77% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,392 | $3,418-0.8% | $2,812+20.6% | $4,740-28.4% |
| Participant deferral / active EE | $5,783 | $5,238+10.4% | $4,426+30.6% | $6,400-9.6% |
| Admin fee / account holder | $194 | $6,944-97.2% | $5,425-96.4% | $11,426-98.3% |