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 | $35,347 | $84,402-58.1% | $61,373-42.4% | $134,475-73.7% |
| Participation rate | 79.2% | 62.2%+17.0pp | 52.6%+26.6pp | 81.2%-2.1pp |
| Annual return | -17.72% | 584.55%-602.3pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,412 | $1,544-8.6% | $1,159+21.8% | $4,740-70.2% |
| Participant deferral / active EE | $5,414 | $2,819+92.1% | $2,125+154.8% | $6,400-15.4% |
| Admin fee / account holder | $146 | $2,585-94.3% | $2,130-93.1% | $11,426-98.7% |