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 | $61,773 | $138,044-55.3% | $125,339-50.7% | $134,475-54.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.30% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,178 | $5,243-39.4% | $4,814-34.0% | $4,740-32.9% |
| Participant deferral / active EE | $4,733 | $7,799-39.3% | $7,446-36.4% | $6,400-26.0% |
| Admin fee / account holder | $153 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |