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 | $31,041 | $135,635-77.1% | $110,238-71.8% | $135,375-77.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,356 | $4,906-72.4% | $3,826-64.6% | $4,779-71.6% |
| Participant deferral / active EE | $5,860 | $5,506+6.4% | $4,672+25.4% | $5,609+4.5% |
| Admin fee / account holder | $14 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |