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 | $52,569 | $180,449-70.9% | $154,107-65.9% | $135,375-61.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.03% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,251 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $4,104 | $5,806-29.3% | $5,081-19.2% | $5,609-26.8% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |