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 | $25,078 | $92,703-72.9% | $82,719-69.7% | $134,475-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.35% | 944.92%-955.3pp | 701.18%-711.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,892 | $3,274-42.2% | $3,009-37.1% | $4,740-60.1% |
| Participant deferral / active EE | $2,517 | $4,802-47.6% | $4,395-42.7% | $6,400-60.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |