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 9-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 | $56,039 | $138,065-59.4% | $123,544-54.6% | $135,375-58.6% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.62% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,926 | $6,799-12.8% | $6,426-7.8% | $5,609+5.7% |
| Admin fee / account holder | $65 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |