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 | $17,194 | $104,106-83.5% | $71,086-75.8% | $135,375-87.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.73% | 1256.30%-1265.0pp | 650.59%-659.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $865 | $1,485-41.8% | $1,088-20.5% | $4,779-81.9% |
| Participant deferral / active EE | $4,150 | $2,527+64.2% | $1,874+121.4% | $5,609-26.0% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |