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 | $59,329 | $135,635-56.3% | $110,238-46.2% | $135,375-56.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -8.46% | 513.19%-521.7pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,231 | $4,906-74.9% | $3,826-67.8% | $4,779-74.2% |
| Participant deferral / active EE | $3,110 | $5,506-43.5% | $4,672-33.4% | $5,609-44.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |