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 | $28,478 | $90,600-68.6% | $79,464-64.2% | $135,375-79.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.38% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,466 | $3,068-19.6% | $2,800-11.9% | $4,779-48.4% |
| Participant deferral / active EE | $12,864 | $4,050+217.6% | $3,704+247.3% | $5,609+129.4% |
| Admin fee / account holder | $77 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |