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 | $51,668 | $138,065-62.6% | $123,544-58.2% | $135,375-61.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.79% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $972 | $5,151-81.1% | $4,628-79.0% | $4,779-79.7% |
| Participant deferral / active EE | $5,615 | $6,799-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $229 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |