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 | $54,739 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.59% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,734 | $5,243-9.7% | $4,814-1.7% | $4,740-0.1% |
| Participant deferral / active EE | $10,590 | $7,799+35.8% | $7,446+42.2% | $6,400+65.5% |
| Admin fee / account holder | $122 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |