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 | $48,891 | $180,449-72.9% | $154,107-68.3% | $135,375-63.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.53% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,682 | $6,035-72.1% | $5,298-68.2% | $4,779-64.8% |
| Participant deferral / active EE | $2,732 | $5,806-52.9% | $5,081-46.2% | $5,609-51.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |