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 | $56,023 | $90,600-38.2% | $79,464-29.5% | $135,375-58.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.72% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,008 | $3,068-34.5% | $2,800-28.3% | $4,779-58.0% |
| Participant deferral / active EE | $9,623 | $4,050+137.6% | $3,704+159.8% | $5,609+71.6% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |