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 | $21,858 | $84,695-74.2% | $73,843-70.4% | $125,391-82.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -3.22% | 3123.53%-3126.8pp | 2267.84%-2271.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $677 | $3,123-78.3% | $2,787-75.7% | $4,866-86.1% |
| Participant deferral / active EE | $1,112 | $3,992-72.1% | $3,583-69.0% | $5,352-79.2% |
| Admin fee / account holder | $141 | $5,691-97.5% | $4,880-97.1% | $9,540-98.5% |