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 | $25,293 | $95,971-73.6% | $74,550-66.1% | $135,375-81.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.78% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,472 | $2,716+27.8% | $1,961+77.0% | $4,779-27.4% |
| Participant deferral / active EE | $6,910 | $3,843+79.8% | $3,108+122.3% | $5,609+23.2% |
| Admin fee / account holder | $218 | $6,522-96.7% | $5,060-95.7% | $10,827-98.0% |