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 5-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 | $12,229 | $106,543-88.5% | $91,220-86.6% | $134,475-90.9% |
| Participation rate | 76.9% | 76.8%+0.1pp | 73.2%+3.7pp | 81.2%-4.3pp |
| Annual return | -17.47% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,963 | $3,331-41.1% | $2,850-31.1% | $4,740-58.6% |
| Participant deferral / active EE | $4,655 | $4,719-1.4% | $4,234+9.9% | $6,400-27.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |