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 | $45,193 | $95,971-52.9% | $74,550-39.4% | $135,375-66.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -1.69% | 56.96%-58.7pp | 32.53%-34.2pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,707 | $2,716-37.2% | $1,961-13.0% | $4,779-64.3% |
| Participant deferral / active EE | $5,123 | $3,843+33.3% | $3,108+64.8% | $5,609-8.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |