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 | $40,634 | $90,600-55.2% | $79,464-48.9% | $135,375-70.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.51% | 977.43%-984.9pp | 718.14%-725.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,858 | $3,068-6.9% | $2,800+2.0% | $4,779-40.2% |
| Participant deferral / active EE | $6,902 | $4,050+70.4% | $3,704+86.3% | $5,609+23.1% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |