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 | $113,306 | $90,600+25.1% | $79,464+42.6% | $135,375-16.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.50% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,811 | $3,068-8.4% | $2,800+0.4% | $4,779-41.2% |
| Participant deferral / active EE | $7,742 | $4,050+91.1% | $3,704+109.0% | $5,609+38.0% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |