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 | $30,557 | $180,449-83.1% | $154,107-80.2% | $135,375-77.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.64% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,055 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $5,673 | $5,806-2.3% | $5,081+11.7% | $5,609+1.2% |
| Admin fee / account holder | $138 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |