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 | $15,284 | $92,703-83.5% | $82,719-81.5% | $134,475-88.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -10.98% | 944.92%-955.9pp | 701.18%-712.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,756 | $3,274-46.4% | $3,009-41.7% | $4,740-63.0% |
| Participant deferral / active EE | $3,116 | $4,802-35.1% | $4,395-29.1% | $6,400-51.3% |
| Admin fee / account holder | $244 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |