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 7-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 | $26,531 | $82,630-67.9% | $64,105-58.6% | $125,391-78.8% |
| Participation rate | 81.3% | 75.9%+5.4pp | 68.2%+13.1pp | 83.2%-1.9pp |
| Annual return | -2.17% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,610 | $3,608-27.7% | $2,822-7.5% | $5,352-51.2% |
| Admin fee / account holder | $4 | $6,382-99.9% | $4,499-99.9% | $9,540-100.0% |