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 | $22,062 | $43,723-49.5% | $121,196-81.8% | $64,186-65.6% |
| Participation rate | 87.9% | 58.3%+29.6pp | 71.7%+16.1pp | 69.6%+18.3pp |
| Annual return | -4.26% | 68.91%-73.2pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,015 | $1,296+55.5% | $4,022-49.9% | $2,381-15.3% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $113 | $3,501-96.8% | $5,019-97.7% | $4,888-97.7% |