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 | $56,221 | $138,065-59.3% | $123,544-54.5% | $135,375-58.5% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -5.25% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,591 | $5,151-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $2,953 | $6,799-56.6% | $6,426-54.0% | $5,609-47.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |