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 | $41,695 | $84,695-50.8% | $73,843-43.5% | $125,391-66.7% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 0.19% | 3123.53%-3123.3pp | 2267.84%-2267.7pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,609 | $3,123-48.5% | $2,787-42.3% | $4,866-66.9% |
| Participant deferral / active EE | $4,681 | $3,992+17.3% | $3,583+30.6% | $5,352-12.5% |
| Admin fee / account holder | $18 | $5,691-99.7% | $4,880-99.6% | $9,540-99.8% |