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 | $15,689 | $84,695-81.5% | $73,843-78.8% | $125,391-87.5% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -2.13% | 3123.53%-3125.7pp | 2267.84%-2270.0pp | 282.22%-284.4pp |
| Employer contribution / active EE | $788 | $3,123-74.8% | $2,787-71.7% | $4,866-83.8% |
| Participant deferral / active EE | $817 | $3,992-79.5% | $3,583-77.2% | $5,352-84.7% |
| Admin fee / account holder | $165 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |