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 | $29,018 | $133,958-78.3% | $112,228-74.1% | $134,475-78.4% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.90% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,166 | $4,038-46.4% | $3,635-40.4% | $4,740-54.3% |
| Participant deferral / active EE | $5,411 | $5,291+2.3% | $4,728+14.5% | $6,400-15.4% |
| Admin fee / account holder | $80 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |