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 | $55,983 | $138,065-59.5% | $123,544-54.7% | $135,375-58.6% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -2.36% | 153.68%-156.0pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,364 | $5,151-15.3% | $4,628-5.7% | $4,779-8.7% |
| Participant deferral / active EE | $2,820 | $6,799-58.5% | $6,426-56.1% | $5,609-49.7% |
| Admin fee / account holder | $284 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |