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 | $71,042 | $138,065-48.5% | $123,544-42.5% | $135,375-47.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.06% | 153.68%-161.7pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,069 | $5,151-40.4% | $4,628-33.7% | $4,779-35.8% |
| Participant deferral / active EE | $5,428 | $6,799-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.7% | $10,827-98.8% |