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 | $29,967 | $99,640-69.9% | $86,436-65.3% | $134,475-77.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.31% | 6782.58%-6802.9pp | 4394.89%-4415.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,252 | $4,400-71.6% | $3,769-66.8% | $4,740-73.6% |
| Participant deferral / active EE | $11,655 | $7,246+60.8% | $6,952+67.7% | $6,400+82.1% |
| Admin fee / account holder | $120 | $8,371-98.6% | $6,731-98.2% | $11,426-99.0% |