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 6-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 | $36,926 | $133,958-72.4% | $112,228-67.1% | $134,475-72.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.12% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $21,572 | $4,038+434.2% | $3,635+493.5% | $4,740+355.1% |
| Participant deferral / active EE | $2,022 | $5,291-61.8% | $4,728-57.2% | $6,400-68.4% |
| Admin fee / account holder | $146 | $7,489-98.1% | $6,410-97.7% | $11,426-98.7% |