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 | $31,570 | $180,449-82.5% | $154,107-79.5% | $135,375-76.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -2.22% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,961 | $6,035-50.9% | $5,298-44.1% | $4,779-38.0% |
| Participant deferral / active EE | $4,532 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |