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 | $60,206 | $138,065-56.4% | $123,544-51.3% | $135,375-55.5% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,444 | $5,151-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $4,987 | $6,799-26.7% | $6,426-22.4% | $5,609-11.1% |
| Admin fee / account holder | $23 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |