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 | $18,397 | $92,703-80.2% | $82,719-77.8% | $134,475-86.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -20.03% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,737 | $3,274-47.0% | $3,009-42.3% | $4,740-63.4% |
| Participant deferral / active EE | $3,010 | $4,802-37.3% | $4,395-31.5% | $6,400-53.0% |
| Admin fee / account holder | $46 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |