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 | $30,310 | $138,065-78.0% | $123,544-75.5% | $135,375-77.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.90% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,650 | $5,151-48.6% | $4,628-42.7% | $4,779-44.6% |
| Participant deferral / active EE | $5,811 | $6,799-14.5% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |