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 | $27,627 | $90,600-69.5% | $79,464-65.2% | $135,375-79.6% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -5.74% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $491 | $3,068-84.0% | $2,800-82.5% | $4,779-89.7% |
| Participant deferral / active EE | $1,953 | $4,050-51.8% | $3,704-47.3% | $5,609-65.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |