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 | $24,788 | $138,044-82.0% | $125,339-80.2% | $134,475-81.6% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -20.60% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,019 | $5,243-61.5% | $4,814-58.1% | $4,740-57.4% |
| Participant deferral / active EE | $3,849 | $7,799-50.7% | $7,446-48.3% | $6,400-39.9% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |