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 | $25,409 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.66% | 153.68%-161.3pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,938 | $5,151-23.6% | $4,628-14.9% | $4,779-17.6% |
| Participant deferral / active EE | $8,730 | $6,799+28.4% | $6,426+35.9% | $5,609+55.6% |
| Admin fee / account holder | $8 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |