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 | $32,558 | $138,065-76.4% | $123,544-73.6% | $135,375-75.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.97% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,962 | $5,151-61.9% | $4,628-57.6% | $4,779-59.0% |
| Participant deferral / active EE | $4,904 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $289 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |