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 | $54,932 | $197,825-72.2% | $155,790-64.7% | $125,391-56.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -3.06% | 86.74%-89.8pp | 71.54%-74.6pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,569 | $4,847-67.6% | $3,836-59.1% | $4,866-67.8% |
| Participant deferral / active EE | $2,120 | $5,630-62.3% | $4,797-55.8% | $5,352-60.4% |
| Admin fee / account holder | $5 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |