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 | $26,097 | $135,635-80.8% | $110,238-76.3% | $135,375-80.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -4.27% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,506 | $4,906-69.3% | $3,826-60.6% | $4,779-68.5% |
| Participant deferral / active EE | $1,829 | $5,506-66.8% | $4,672-60.8% | $5,609-67.4% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |