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 | $23,388 | $97,757-76.1% | $83,848-72.1% | $135,375-82.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.80% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,361 | $4,222-44.1% | $3,631-35.0% | $4,779-50.6% |
| Participant deferral / active EE | $4,431 | $4,682-5.4% | $4,082+8.6% | $5,609-21.0% |
| Admin fee / account holder | $228 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |