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 | $38,724 | $97,757-60.4% | $83,848-53.8% | $135,375-71.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.96% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,463 | $4,222-41.7% | $3,631-32.2% | $4,779-48.5% |
| Participant deferral / active EE | $6,912 | $4,682+47.6% | $4,082+69.3% | $5,609+23.2% |
| Admin fee / account holder | $76 | $6,674-98.9% | $5,478-98.6% | $10,827-99.3% |