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 | $35,147 | $90,600-61.2% | $79,464-55.8% | $135,375-74.0% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -6.78% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,721 | $3,068-43.9% | $2,800-38.5% | $4,779-64.0% |
| Participant deferral / active EE | $4,024 | $4,050-0.7% | $3,704+8.6% | $5,609-28.3% |
| Admin fee / account holder | $255 | $5,907-95.7% | $5,113-95.0% | $10,827-97.6% |