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 | $54,121 | $135,635-60.1% | $110,238-50.9% | $135,375-60.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.84% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,752 | $4,906-64.3% | $3,826-54.2% | $4,779-63.3% |
| Participant deferral / active EE | $5,144 | $5,506-6.6% | $4,672+10.1% | $5,609-8.3% |
| Admin fee / account holder | $192 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |