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 | $45,246 | $84,695-46.6% | $73,843-38.7% | $125,391-63.9% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | -3.33% | 3123.53%-3126.9pp | 2267.84%-2271.2pp | 282.22%-285.5pp |
| Employer contribution / active EE | $4,640 | $3,123+48.6% | $2,787+66.5% | $4,866-4.6% |
| Participant deferral / active EE | $4,941 | $3,992+23.8% | $3,583+37.9% | $5,352-7.7% |
| Admin fee / account holder | $39 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |