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 | $37,105 | $138,065-73.1% | $123,544-70.0% | $135,375-72.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,089 | $5,151-59.5% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $6,600 | $6,799-2.9% | $6,426+2.7% | $5,609+17.7% |
| Admin fee / account holder | $236 | $10,916-97.8% | $9,284-97.5% | $10,827-97.8% |