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 | $10,097 | $92,703-89.1% | $82,719-87.8% | $134,475-92.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -12.24% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,597 | $3,274-51.2% | $3,009-46.9% | $4,740-66.3% |
| Participant deferral / active EE | $998 | $4,802-79.2% | $4,395-77.3% | $6,400-84.4% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |