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 | $20,060 | $97,757-79.5% | $83,848-76.1% | $135,375-85.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.70% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,981 | $4,222-53.1% | $3,631-45.4% | $4,779-58.5% |
| Participant deferral / active EE | $5,953 | $4,682+27.1% | $4,082+45.8% | $5,609+6.1% |
| Admin fee / account holder | $111 | $6,674-98.3% | $5,478-98.0% | $10,827-99.0% |