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 | $40,733 | $160,055-74.6% | $140,016-70.9% | $135,375-69.9% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -1.21% | 911.38%-912.6pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,271 | $6,420-64.6% | $5,606-59.5% | $4,779-52.5% |
| Participant deferral / active EE | $5,495 | $7,642-28.1% | $6,927-20.7% | $5,609-2.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |