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 | $26,303 | $90,600-71.0% | $79,464-66.9% | $135,375-80.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -5.58% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,837 | $3,068-7.5% | $2,800+1.3% | $4,779-40.6% |
| Participant deferral / active EE | $5,837 | $4,050+44.1% | $3,704+57.6% | $5,609+4.1% |
| Admin fee / account holder | $143 | $5,907-97.6% | $5,113-97.2% | $10,827-98.7% |