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 | $60,202 | $180,449-66.6% | $154,107-60.9% | $135,375-55.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.03% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,129 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $4,753 | $5,806-18.1% | $5,081-6.4% | $5,609-15.3% |
| Admin fee / account holder | $17 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |