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 | $49,132 | $88,594-44.5% | $70,092-29.9% | $134,475-63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.98% | 442.67%-458.6pp | 190.73%-206.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,570 | $3,233+72.3% | $2,559+117.7% | $4,740+17.5% |
| Participant deferral / active EE | $4,643 | $4,772-2.7% | $3,849+20.6% | $6,400-27.4% |
| Admin fee / account holder | $189 | $10,441-98.2% | $6,267-97.0% | $11,426-98.4% |