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 | $19,907 | $82,664-75.9% | $125,339-84.1% | $68,494-70.9% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $4,134 | $3,381+22.3% | $4,814-14.1% | $2,596+59.2% |
| Participant deferral / active EE | $3,389 | $6,110-44.5% | $7,446-54.5% | $4,027-15.9% |
| Admin fee / account holder | $256 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |