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 | $60,838 | $190,805-68.1% | $159,960-62.0% | $134,475-54.8% |
| Participation rate | 81.0% | 81.9%-1.0pp | 78.0%+3.0pp | 81.2%-0.3pp |
| Annual return | -13.30% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,679 | $4,995-66.4% | $4,226-60.3% | $4,740-64.6% |
| Participant deferral / active EE | $3,723 | $6,923-46.2% | $6,182-39.8% | $6,400-41.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |