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 | $48,083 | $95,971-49.9% | $74,550-35.5% | $135,375-64.5% |
| Participation rate | 84.2% | 75.7%+8.6pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | -6.41% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,434 | $2,716-47.2% | $1,961-26.9% | $4,779-70.0% |
| Participant deferral / active EE | $3,828 | $3,843-0.4% | $3,108+23.2% | $5,609-31.7% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |