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 | $59,191 | $138,065-57.1% | $123,544-52.1% | $135,375-56.3% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -5.77% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,268 | $5,151-56.0% | $4,628-51.0% | $4,779-52.5% |
| Participant deferral / active EE | $3,913 | $6,799-42.5% | $6,426-39.1% | $5,609-30.2% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |