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 | $20,322 | $97,757-79.2% | $83,848-75.8% | $135,375-85.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.34% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,499 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $2,743 | $4,682-41.4% | $4,082-32.8% | $5,609-51.1% |
| Admin fee / account holder | $22 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |