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 | $51,177 | $99,640-48.6% | $86,436-40.8% | $134,475-61.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.18% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,607 | $4,400-63.5% | $3,769-57.4% | $4,740-66.1% |
| Participant deferral / active EE | $6,119 | $7,246-15.6% | $6,952-12.0% | $6,400-4.4% |
| Admin fee / account holder | $192 | $8,371-97.7% | $6,731-97.2% | $11,426-98.3% |