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 | $57,769 | $97,757-40.9% | $83,848-31.1% | $135,375-57.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.90% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,891 | $4,222-31.5% | $3,631-20.4% | $4,779-39.5% |
| Participant deferral / active EE | $7,695 | $4,682+64.3% | $4,082+88.5% | $5,609+37.2% |
| Admin fee / account holder | $162 | $6,674-97.6% | $5,478-97.0% | $10,827-98.5% |