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 | $92,391 | $190,805-51.6% | $159,960-42.2% | $134,475-31.3% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -13.73% | 552.23%-566.0pp | 408.60%-422.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,523 | $4,995-49.5% | $4,226-40.3% | $4,740-46.8% |
| Participant deferral / active EE | $9,195 | $6,923+32.8% | $6,182+48.7% | $6,400+43.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |