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 | $56,829 | $92,703-38.7% | $82,719-31.3% | $134,475-57.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.66% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,332 | $3,274+1.8% | $3,009+10.7% | $4,740-29.7% |
| Participant deferral / active EE | $5,117 | $4,802+6.6% | $4,395+16.4% | $6,400-20.0% |
| Admin fee / account holder | $142 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |