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 | $44,032 | $91,538-51.9% | $129,995-66.1% | $75,163-41.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.00% | -631.11%+650.1pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,429 | $2,845-14.6% | $4,320-43.8% | $2,670-9.0% |
| Participant deferral / active EE | $3,661 | $4,341-15.7% | $5,820-37.1% | $4,125-11.3% |
| Admin fee / account holder | $202 | $6,790-97.0% | $10,614-98.1% | $5,651-96.4% |