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 | $58,270 | $135,635-57.0% | $110,238-47.1% | $135,375-57.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.13% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,678 | $4,906-25.0% | $3,826-3.9% | $4,779-23.0% |
| Participant deferral / active EE | $3,591 | $5,506-34.8% | $4,672-23.1% | $5,609-36.0% |
| Admin fee / account holder | $81 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |