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 | $52,139 | $82,664-36.9% | $125,339-58.4% | $68,494-23.9% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -2.73% | -5.97%+3.2pp | 572.05%-574.8pp | -7.84%+5.1pp |
| Employer contribution / active EE | $4,800 | $3,381+42.0% | $4,814-0.3% | $2,596+84.9% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $103 | $6,275-98.4% | $10,010-99.0% | $5,403-98.1% |