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 | $34,765 | $135,635-74.4% | $110,238-68.5% | $135,375-74.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.70% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,393 | $4,906-51.2% | $3,826-37.5% | $4,779-49.9% |
| Participant deferral / active EE | $2,042 | $5,506-62.9% | $4,672-56.3% | $5,609-63.6% |
| Admin fee / account holder | $299 | $11,457-97.4% | $8,547-96.5% | $10,827-97.2% |