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 | $74,904 | $138,065-45.7% | $123,544-39.4% | $135,375-44.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.97% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,128 | $5,151-58.7% | $4,628-54.0% | $4,779-55.5% |
| Participant deferral / active EE | $5,603 | $6,799-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $56 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |