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 | $46,650 | $67,331-30.7% | $60,874-23.4% | $134,475-65.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -17.12% | 49.93%-67.1pp | 16.90%-34.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $6,305 | $3,096+103.6% | $2,701+133.4% | $4,740+33.0% |
| Participant deferral / active EE | $6,708 | $4,538+47.8% | $3,817+75.7% | $6,400+4.8% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |