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 | $34,557 | $95,971-64.0% | $74,550-53.6% | $135,375-74.5% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -4.44% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,500 | $2,716-8.0% | $1,961+27.5% | $4,779-47.7% |
| Participant deferral / active EE | $5,445 | $3,843+41.7% | $3,108+75.2% | $5,609-2.9% |
| Admin fee / account holder | $53 | $6,522-99.2% | $5,060-98.9% | $10,827-99.5% |