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 | $64,984 | $97,757-33.5% | $83,848-22.5% | $135,375-52.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.17% | 1287.37%-1293.5pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,313 | $4,222-45.2% | $3,631-36.3% | $4,779-51.6% |
| Participant deferral / active EE | $8,646 | $4,682+84.7% | $4,082+111.8% | $5,609+54.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |