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 7-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 | $8,897 | $92,703-90.4% | $82,719-89.2% | $134,475-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.49% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,501 | $3,274-54.2% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $2,199 | $4,802-54.2% | $4,395-50.0% | $6,400-65.6% |
| Admin fee / account holder | $69 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |