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 | $21,856 | $97,757-77.6% | $83,848-73.9% | $135,375-83.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.69% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,681 | $4,222-60.2% | $3,631-53.7% | $4,779-64.8% |
| Participant deferral / active EE | $1,209 | $4,682-74.2% | $4,082-70.4% | $5,609-78.4% |
| Admin fee / account holder | $296 | $6,674-95.6% | $5,478-94.6% | $10,827-97.3% |