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 | $40,069 | $90,600-55.8% | $79,464-49.6% | $135,375-70.4% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -6.04% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,014 | $3,068-67.0% | $2,800-63.8% | $4,779-78.8% |
| Participant deferral / active EE | $1,558 | $4,050-61.5% | $3,704-57.9% | $5,609-72.2% |
| Admin fee / account holder | $23 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |