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 | $30,389 | $99,640-69.5% | $86,436-64.8% | $134,475-77.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.28% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,271 | $4,400-48.4% | $3,769-39.7% | $4,740-52.1% |
| Participant deferral / active EE | $9,606 | $7,246+32.6% | $6,952+38.2% | $6,400+50.1% |
| Admin fee / account holder | $242 | $8,371-97.1% | $6,731-96.4% | $11,426-97.9% |