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 | $27,460 | $90,600-69.7% | $79,464-65.4% | $135,375-79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,375 | $3,068-22.6% | $2,800-15.2% | $4,779-50.3% |
| Participant deferral / active EE | $5,380 | $4,050+32.8% | $3,704+45.3% | $5,609-4.1% |
| Admin fee / account holder | $126 | $5,907-97.9% | $5,113-97.5% | $10,827-98.8% |