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 | $46,370 | $92,703-50.0% | $82,719-43.9% | $134,475-65.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,984 | $3,274+21.7% | $3,009+32.4% | $4,740-16.0% |
| Participant deferral / active EE | $15,521 | $4,802+223.2% | $4,395+253.1% | $6,400+142.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |