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 | $35,031 | $84,695-58.6% | $73,843-52.6% | $125,391-72.1% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -0.44% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,490 | $3,123-52.3% | $2,787-46.5% | $4,866-69.4% |
| Participant deferral / active EE | $3,092 | $3,992-22.5% | $3,583-13.7% | $5,352-42.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |