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 | $58,694 | $95,971-38.8% | $74,550-21.3% | $135,375-56.6% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -5.47% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,065 | $2,716-24.0% | $1,961+5.3% | $4,779-56.8% |
| Participant deferral / active EE | $3,562 | $3,843-7.3% | $3,108+14.6% | $5,609-36.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |