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 6-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 | $18,412 | $92,703-80.1% | $82,719-77.7% | $134,475-86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.08% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,129 | $3,274-65.5% | $3,009-62.5% | $4,740-76.2% |
| Participant deferral / active EE | $8,979 | $4,802+87.0% | $4,395+104.3% | $6,400+40.3% |
| Admin fee / account holder | $55 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |