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 | $50,084 | $105,860-52.7% | $90,749-44.8% | $134,475-62.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.86% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $11,321 | $3,462+227.0% | $2,921+287.6% | $4,740+138.9% |
| Participant deferral / active EE | $5,584 | $5,216+7.1% | $4,564+22.4% | $6,400-12.7% |
| Admin fee / account holder | $8 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |