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 | $41,255 | $129,942-68.3% | $104,294-60.4% | $134,475-69.3% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -18.98% | 42.03%-61.0pp | 24.61%-43.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,238 | $4,184-70.4% | $3,372-63.3% | $4,740-73.9% |
| Participant deferral / active EE | $2,829 | $5,588-49.4% | $4,625-38.8% | $6,400-55.8% |
| Admin fee / account holder | $282 | $9,323-97.0% | $7,339-96.2% | $11,426-97.5% |