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 | $68,946 | $92,703-25.6% | $82,719-16.7% | $134,475-48.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.18% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,367 | $3,274+155.6% | $3,009+178.1% | $4,740+76.5% |
| Participant deferral / active EE | $7,002 | $4,802+45.8% | $4,395+59.3% | $6,400+9.4% |
| Admin fee / account holder | $122 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |