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 | $56,148 | $92,703-39.4% | $82,719-32.1% | $134,475-58.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,550 | $3,274+8.4% | $3,009+18.0% | $4,740-25.1% |
| Participant deferral / active EE | $3,550 | $4,802-26.1% | $4,395-19.2% | $6,400-44.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |