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 | $13,327 | $104,106-87.2% | $71,086-81.3% | $135,375-90.2% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | -7.91% | 1256.30%-1264.2pp | 650.59%-658.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $712 | $1,485-52.1% | $1,088-34.6% | $4,779-85.1% |
| Participant deferral / active EE | $2,568 | $2,527+1.6% | $1,874+37.0% | $5,609-54.2% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.5% | $10,827-99.9% |