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 | $8,643 | $27,641-68.7% | $61,373-85.9% | $68,494-87.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.66% | -13.24%+1.6pp | 338.61%-350.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,775 | $695+298.9% | $1,159+139.3% | $2,596+6.9% |
| Participant deferral / active EE | $640 | $1,263-49.3% | $2,125-69.9% | $4,027-84.1% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.4% | $5,403-99.7% |