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 | $148,939 | $138,065+7.9% | $123,544+20.6% | $135,375+10.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.77% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,570 | $5,151-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $8,536 | $6,799+25.6% | $6,426+32.8% | $5,609+52.2% |
| Admin fee / account holder | $149 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |