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 | $24,768 | $138,044-82.1% | $125,339-80.2% | $134,475-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,572 | $5,243-51.0% | $4,814-46.6% | $4,740-45.7% |
| Participant deferral / active EE | $6,741 | $7,799-13.6% | $7,446-9.5% | $6,400+5.3% |
| Admin fee / account holder | $191 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |