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 | $58,678 | $138,065-57.5% | $123,544-52.5% | $135,375-56.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.81% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,206 | $5,151-18.4% | $4,628-9.1% | $4,779-12.0% |
| Participant deferral / active EE | $4,505 | $6,799-33.7% | $6,426-29.9% | $5,609-19.7% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |