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 | $120,955 | $133,958-9.7% | $112,228+7.8% | $134,475-10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,394 | $4,038+8.8% | $3,635+20.9% | $4,740-7.3% |
| Participant deferral / active EE | $7,600 | $5,291+43.7% | $4,728+60.8% | $6,400+18.8% |
| Admin fee / account holder | $242 | $7,489-96.8% | $6,410-96.2% | $11,426-97.9% |