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 | $28,327 | $82,630-65.7% | $64,105-55.8% | $125,391-77.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.17% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $846 | $2,671-68.3% | $1,820-53.5% | $4,866-82.6% |
| Participant deferral / active EE | $2,256 | $3,608-37.5% | $2,822-20.1% | $5,352-57.8% |
| Admin fee / account holder | $34 | $6,382-99.5% | $4,499-99.3% | $9,540-99.6% |