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 | $49,399 | $95,971-48.5% | $74,550-33.7% | $135,375-63.5% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -7.46% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $457 | $2,716-83.2% | $1,961-76.7% | $4,779-90.4% |
| Participant deferral / active EE | $925 | $3,843-75.9% | $3,108-70.2% | $5,609-83.5% |
| Admin fee / account holder | $4 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |