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 | $88,839 | $82,630+7.5% | $64,105+38.6% | $125,391-29.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | -1.88% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,099 | $2,671-58.8% | $1,820-39.6% | $4,866-77.4% |
| Participant deferral / active EE | $2,354 | $3,608-34.8% | $2,822-16.6% | $5,352-56.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |