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 | $33,774 | $97,757-65.5% | $83,848-59.7% | $135,375-75.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.11% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,599 | $4,222-62.1% | $3,631-56.0% | $4,779-66.5% |
| Participant deferral / active EE | $1,556 | $4,682-66.8% | $4,082-61.9% | $5,609-72.3% |
| Admin fee / account holder | $96 | $6,674-98.6% | $5,478-98.2% | $10,827-99.1% |