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 | $52,105 | $84,695-38.5% | $73,843-29.4% | $125,391-58.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.70% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,672 | $3,123-14.5% | $2,787-4.2% | $4,866-45.1% |
| Participant deferral / active EE | $7,861 | $3,992+96.9% | $3,583+119.4% | $5,352+46.9% |
| Admin fee / account holder | $8 | $5,691-99.9% | $4,880-99.8% | $9,540-99.9% |