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 8-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 | $16,191 | $92,703-82.5% | $82,719-80.4% | $134,475-88.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,067 | $3,274-36.9% | $3,009-31.3% | $4,740-56.4% |
| Participant deferral / active EE | $4,780 | $4,802-0.5% | $4,395+8.8% | $6,400-25.3% |
| Admin fee / account holder | $263 | $5,983-95.6% | $5,329-95.1% | $11,426-97.7% |