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 | $127,479 | $138,065-7.7% | $123,544+3.2% | $135,375-5.8% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $967 | $5,151-81.2% | $4,628-79.1% | $4,779-79.8% |
| Participant deferral / active EE | $8,514 | $6,799+25.2% | $6,426+32.5% | $5,609+51.8% |
| Admin fee / account holder | $111 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |