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 | $76,642 | $97,757-21.6% | $83,848-8.6% | $135,375-43.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.55% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,562 | $4,222-63.0% | $3,631-57.0% | $4,779-67.3% |
| Participant deferral / active EE | $3,073 | $4,682-34.4% | $4,082-24.7% | $5,609-45.2% |
| Admin fee / account holder | $160 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |