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 | $30,239 | $52,519-42.4% | $155,790-80.6% | $59,632-49.3% |
| Participation rate | 84.1% | 61.7%+22.4pp | 76.1%+8.0pp | 68.7%+15.5pp |
| Annual return | -0.91% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,445 | $1,589+116.8% | $3,836-10.2% | $2,203+56.4% |
| Participant deferral / active EE | $7,182 | $3,084+132.8% | $4,797+49.7% | $3,192+125.0% |
| Admin fee / account holder | $293 | $3,540-91.7% | $7,478-96.1% | $4,297-93.2% |