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 | $46,575 | $138,065-66.3% | $123,544-62.3% | $135,375-65.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,153 | $5,151-58.2% | $4,628-53.5% | $4,779-54.9% |
| Participant deferral / active EE | $3,337 | $6,799-50.9% | $6,426-48.1% | $5,609-40.5% |
| Admin fee / account holder | $262 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |