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 | $76,292 | $92,703-17.7% | $82,719-7.8% | $134,475-43.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,572 | $3,274-52.0% | $3,009-47.8% | $4,740-66.8% |
| Participant deferral / active EE | $2,712 | $4,802-43.5% | $4,395-38.3% | $6,400-57.6% |
| Admin fee / account holder | $174 | $5,983-97.1% | $5,329-96.7% | $11,426-98.5% |