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 | $56,150 | $158,817-64.6% | $121,196-53.7% | $135,375-58.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.45% | -0.64%-5.8pp | 16.93%-23.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,652 | $5,665-35.5% | $4,022-9.2% | $4,779-23.6% |
| Participant deferral / active EE | $8,677 | $4,005+116.6% | $3,344+159.4% | $5,609+54.7% |
| Admin fee / account holder | $13 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |