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 | $45,328 | $92,703-51.1% | $82,719-45.2% | $134,475-66.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.77% | 944.92%-949.7pp | 701.18%-705.9pp | 417.96%-422.7pp |
| Employer contribution / active EE | $3,922 | $3,274+19.8% | $3,009+30.4% | $4,740-17.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |