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 | $69,426 | $138,065-49.7% | $123,544-43.8% | $135,375-48.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,770 | $5,151-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $6,871 | $6,799+1.1% | $6,426+6.9% | $5,609+22.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |