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 | $57,449 | $95,971-40.1% | $74,550-22.9% | $135,375-57.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.00% | 56.96%-63.0pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,204 | $2,716-18.8% | $1,961+12.4% | $4,779-53.9% |
| Participant deferral / active EE | $6,539 | $3,843+70.1% | $3,108+110.4% | $5,609+16.6% |
| Admin fee / account holder | $52 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |