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 | $30,432 | $90,600-66.4% | $79,464-61.7% | $135,375-77.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.71% | 977.43%-984.1pp | 718.14%-724.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,437 | $3,068-20.6% | $2,800-13.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,525 | $4,050+36.4% | $3,704+49.2% | $5,609-1.5% |
| Admin fee / account holder | $202 | $5,907-96.6% | $5,113-96.0% | $10,827-98.1% |