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 | $32,952 | $197,825-83.3% | $155,790-78.8% | $125,391-73.7% |
| Participation rate | 76.9% | 82.1%-5.2pp | 76.1%+0.8pp | 83.2%-6.3pp |
| Annual return | -1.51% | 86.74%-88.2pp | 71.54%-73.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,658 | $4,847-24.5% | $3,836-4.6% | $4,866-24.8% |
| Participant deferral / active EE | $5,950 | $5,630+5.7% | $4,797+24.0% | $5,352+11.2% |
| Admin fee / account holder | $8 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |