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 | $18,554 | $93,024-80.1% | $77,024-75.9% | $134,475-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.94% | 62.60%-81.5pp | 42.32%-61.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,997 | $3,418-12.3% | $2,812+6.6% | $4,740-36.8% |
| Participant deferral / active EE | $15,877 | $5,238+203.1% | $4,426+258.7% | $6,400+148.1% |
| Admin fee / account holder | $97 | $6,944-98.6% | $5,425-98.2% | $11,426-99.1% |