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 | $16,312 | $84,695-80.7% | $73,843-77.9% | $125,391-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.30% | 3123.53%-3123.2pp | 2267.84%-2267.5pp | 282.22%-281.9pp |
| Employer contribution / active EE | $4,654 | $3,123+49.0% | $2,787+67.0% | $4,866-4.4% |
| Participant deferral / active EE | $2,375 | $3,992-40.5% | $3,583-33.7% | $5,352-55.6% |
| Admin fee / account holder | $38 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |