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 | $13,645 | $152,509-91.1% | $117,472-88.4% | $134,475-89.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -13.82% | 52.99%-66.8pp | 29.74%-43.6pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,999 | $5,571-64.1% | $4,176-52.1% | $4,740-57.8% |
| Participant deferral / active EE | $3,374 | $4,818-30.0% | $4,070-17.1% | $6,400-47.3% |
| Admin fee / account holder | $111 | $7,004-98.4% | $5,645-98.0% | $11,426-99.0% |