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 | $51,711 | $197,825-73.9% | $155,790-66.8% | $125,391-58.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -3.37% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,608 | $5,630+123.9% | $4,797+162.8% | $5,352+135.6% |
| Admin fee / account holder | $51 | $9,545-99.5% | $7,478-99.3% | $9,540-99.5% |