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 | $51,889 | $138,065-62.4% | $123,544-58.0% | $135,375-61.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.69% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,310 | $5,151-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $4,461 | $6,799-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $250 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |