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 | $44,507 | $138,065-67.8% | $123,544-64.0% | $135,375-67.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.12% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,396 | $5,151-53.5% | $4,628-48.2% | $4,779-49.9% |
| Participant deferral / active EE | $5,612 | $6,799-17.5% | $6,426-12.7% | $5,609+0.1% |
| Admin fee / account holder | $208 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |