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 5-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 | $22,426 | $92,703-75.8% | $82,719-72.9% | $134,475-83.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.50% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,449 | $3,274-25.2% | $3,009-18.6% | $4,740-48.3% |
| Participant deferral / active EE | $9,601 | $4,802+99.9% | $4,395+118.5% | $6,400+50.0% |
| Admin fee / account holder | $286 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |