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 | $30,388 | $152,509-80.1% | $117,472-74.1% | $134,475-77.4% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -11.03% | 52.99%-64.0pp | 29.74%-40.8pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,075 | $5,571-80.7% | $4,176-74.3% | $4,740-77.3% |
| Participant deferral / active EE | $3,937 | $4,818-18.3% | $4,070-3.3% | $6,400-38.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |