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 | $23,464 | $82,664-71.6% | $125,339-81.3% | $68,494-65.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.23% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $3,354 | $3,381-0.8% | $4,814-30.3% | $2,596+29.2% |
| Participant deferral / active EE | $7,948 | $6,110+30.1% | $7,446+6.7% | $4,027+97.3% |
| Admin fee / account holder | $197 | $6,275-96.9% | $10,010-98.0% | $5,403-96.4% |