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 | $30,494 | $138,065-77.9% | $123,544-75.3% | $135,375-77.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.05% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,642 | $5,151-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $3,994 | $6,799-41.3% | $6,426-37.8% | $5,609-28.8% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |