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 | $38,214 | $92,703-58.8% | $82,719-53.8% | $134,475-71.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.81% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,474 | $3,274-55.0% | $3,009-51.0% | $4,740-68.9% |
| Participant deferral / active EE | $1,910 | $4,802-60.2% | $4,395-56.5% | $6,400-70.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |