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 | $26,559 | $90,600-70.7% | $79,464-66.6% | $135,375-80.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $910 | $3,068-70.3% | $2,800-67.5% | $4,779-81.0% |
| Participant deferral / active EE | $2,986 | $4,050-26.3% | $3,704-19.4% | $5,609-46.8% |
| Admin fee / account holder | $36 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |