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 | $31,998 | $160,055-80.0% | $140,016-77.1% | $135,375-76.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -2.96% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,119 | $6,420-67.0% | $5,606-62.2% | $4,779-55.7% |
| Participant deferral / active EE | $3,788 | $7,642-50.4% | $6,927-45.3% | $5,609-32.5% |
| Admin fee / account holder | $219 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |