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 | $50,707 | $92,703-45.3% | $82,719-38.7% | $134,475-62.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.35% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,104 | $4,802+131.2% | $4,395+152.7% | $6,400+73.5% |
| Admin fee / account holder | $115 | $5,983-98.1% | $5,329-97.8% | $11,426-99.0% |