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 | $73,441 | $90,600-18.9% | $79,464-7.6% | $135,375-45.8% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -8.19% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,638 | $3,068-46.6% | $2,800-41.5% | $4,779-65.7% |
| Participant deferral / active EE | $5,518 | $4,050+36.2% | $3,704+49.0% | $5,609-1.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |