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 | $12,474 | $84,402-85.2% | $61,373-79.7% | $134,475-90.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.57% | 584.55%-604.1pp | 338.61%-358.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $565 | $1,544-63.4% | $1,159-51.2% | $4,740-88.1% |
| Participant deferral / active EE | $6,689 | $2,819+137.3% | $2,125+214.8% | $6,400+4.5% |
| Admin fee / account holder | $124 | $2,585-95.2% | $2,130-94.2% | $11,426-98.9% |