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 | $47,417 | $138,065-65.7% | $123,544-61.6% | $135,375-65.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,849 | $5,151-44.7% | $4,628-38.4% | $4,779-40.4% |
| Participant deferral / active EE | $6,073 | $6,799-10.7% | $6,426-5.5% | $5,609+8.3% |
| Admin fee / account holder | $296 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |