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 | $77,602 | $135,635-42.8% | $110,238-29.6% | $135,375-42.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.74% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,272 | $4,906-53.7% | $3,826-40.6% | $4,779-52.5% |
| Participant deferral / active EE | $4,682 | $5,506-15.0% | $4,672+0.2% | $5,609-16.5% |
| Admin fee / account holder | $29 | $11,457-99.7% | $8,547-99.7% | $10,827-99.7% |