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 | $81,694 | $97,757-16.4% | $83,848-2.6% | $135,375-39.7% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -5.79% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,416 | $4,222-66.4% | $3,631-61.0% | $4,779-70.4% |
| Participant deferral / active EE | $3,910 | $4,682-16.5% | $4,082-4.2% | $5,609-30.3% |
| Admin fee / account holder | $185 | $6,674-97.2% | $5,478-96.6% | $10,827-98.3% |