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 | $54,955 | $95,971-42.7% | $74,550-26.3% | $135,375-59.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.27% | 56.96%-58.2pp | 32.53%-33.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,259 | $2,716-53.7% | $1,961-35.8% | $4,779-73.7% |
| Participant deferral / active EE | $4,267 | $3,843+11.0% | $3,108+37.3% | $5,609-23.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |