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 | $98,628 | $138,044-28.6% | $125,339-21.3% | $134,475-26.7% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.54% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,689 | $5,243-67.8% | $4,814-64.9% | $4,740-64.4% |
| Participant deferral / active EE | $6,374 | $7,799-18.3% | $7,446-14.4% | $6,400-0.4% |
| Admin fee / account holder | $53 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |