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 | $10,012 | $90,320-88.9% | $59,496-83.2% | $125,391-92.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.06% | 369.13%-373.2pp | 182.05%-186.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,493 | $1,792-16.7% | $1,153+29.5% | $4,866-69.3% |
| Participant deferral / active EE | $3,715 | $2,716+36.8% | $1,829+103.1% | $5,352-30.6% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |