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 | $36,539 | $90,600-59.7% | $79,464-54.0% | $135,375-73.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -7.61% | 977.43%-985.0pp | 718.14%-725.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,971 | $3,068-35.8% | $2,800-29.6% | $4,779-58.8% |
| Participant deferral / active EE | $2,866 | $4,050-29.2% | $3,704-22.6% | $5,609-48.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |