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 | $15,320 | $90,600-83.1% | $79,464-80.7% | $135,375-88.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.87% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,045 | $3,068-65.9% | $2,800-62.7% | $4,779-78.1% |
| Participant deferral / active EE | $4,142 | $4,050+2.3% | $3,704+11.8% | $5,609-26.2% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |