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 | $37,696 | $138,065-72.7% | $123,544-69.5% | $135,375-72.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -7.43% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,598 | $5,151-30.1% | $4,628-22.2% | $4,779-24.7% |
| Participant deferral / active EE | $6,087 | $6,799-10.5% | $6,426-5.3% | $5,609+8.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |