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 | $102,501 | $90,600+13.1% | $79,464+29.0% | $135,375-24.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.02% | 977.43%-983.4pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,635 | $3,068+18.5% | $2,800+29.8% | $4,779-23.9% |
| Participant deferral / active EE | $10,347 | $4,050+155.5% | $3,704+179.4% | $5,609+84.5% |
| Admin fee / account holder | $191 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |