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 | $58,109 | $138,065-57.9% | $123,544-53.0% | $135,375-57.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.32% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,758 | $5,151-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $7,360 | $6,799+8.3% | $6,426+14.5% | $5,609+31.2% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |