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 | $38,760 | $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 | -4.06% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $9,116 | $4,222+115.9% | $3,631+151.1% | $4,779+90.8% |
| Participant deferral / active EE | $4,762 | $4,682+1.7% | $4,082+16.7% | $5,609-15.1% |
| Admin fee / account holder | $230 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |