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 | $74,856 | $92,703-19.3% | $82,719-9.5% | $134,475-44.3% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -19.01% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,526 | $3,274-53.4% | $3,009-49.3% | $4,740-67.8% |
| Participant deferral / active EE | $3,932 | $4,802-18.1% | $4,395-10.5% | $6,400-38.6% |
| Admin fee / account holder | $22 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |