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 | $35,169 | $180,449-80.5% | $154,107-77.2% | $135,375-74.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.77% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,155 | $6,035-64.3% | $5,298-59.3% | $4,779-54.9% |
| Participant deferral / active EE | $8,541 | $5,806+47.1% | $5,081+68.1% | $5,609+52.3% |
| Admin fee / account holder | $63 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |