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 | $14,365 | $92,703-84.5% | $82,719-82.6% | $134,475-89.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -13.03% | 944.92%-958.0pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,947 | $3,274-40.5% | $3,009-35.3% | $4,740-58.9% |
| Participant deferral / active EE | $1,140 | $4,802-76.3% | $4,395-74.1% | $6,400-82.2% |
| Admin fee / account holder | $72 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |