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 | $19,876 | $97,757-79.7% | $83,848-76.3% | $135,375-85.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.44% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,902 | $4,222-31.3% | $3,631-20.1% | $4,779-39.3% |
| Participant deferral / active EE | $7,640 | $4,682+63.2% | $4,082+87.2% | $5,609+36.2% |
| Admin fee / account holder | $267 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |