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 | $31,181 | $138,065-77.4% | $123,544-74.8% | $135,375-77.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,042 | $5,151-41.0% | $4,628-34.3% | $4,779-36.3% |
| Participant deferral / active EE | $5,822 | $6,799-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $72 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |