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 | $56,733 | $158,817-64.3% | $121,196-53.2% | $135,375-58.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.7%+22.4pp | 82.6%+11.5pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,330 | $5,665+47.0% | $4,022+107.1% | $4,779+74.3% |
| Participant deferral / active EE | $4,956 | $4,005+23.8% | $3,344+48.2% | $5,609-11.6% |
| Admin fee / account holder | $107 | $6,512-98.4% | $5,019-97.9% | $10,827-99.0% |