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 | $37,403 | $76,000-50.8% | $154,107-75.7% | $64,186-41.7% |
| Participation rate | 89.1% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.5pp |
| Annual return | -3.91% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,491 | $3,351+93.7% | $5,298+22.5% | $2,381+172.6% |
| Participant deferral / active EE | $9,577 | $3,175+201.6% | $5,081+88.5% | $3,470+176.0% |
| Admin fee / account holder | $104 | $5,596-98.1% | $13,411-99.2% | $4,888-97.9% |