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 | $57,344 | $88,594-35.3% | $70,092-18.2% | $134,475-57.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.08% | 442.67%-456.7pp | 190.73%-204.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $7,582 | $3,233+134.5% | $2,559+196.3% | $4,740+60.0% |
| Participant deferral / active EE | $4,031 | $4,772-15.5% | $3,849+4.7% | $6,400-37.0% |
| Admin fee / account holder | $114 | $10,441-98.9% | $6,267-98.2% | $11,426-99.0% |