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 | $46,564 | $90,600-48.6% | $79,464-41.4% | $135,375-65.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.99% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,434 | $3,068-53.3% | $2,800-48.8% | $4,779-70.0% |
| Participant deferral / active EE | $3,393 | $4,050-16.2% | $3,704-8.4% | $5,609-39.5% |
| Admin fee / account holder | $226 | $5,907-96.2% | $5,113-95.6% | $10,827-97.9% |