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 | $105,561 | $95,971+10.0% | $74,550+41.6% | $135,375-22.0% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -5.81% | 56.96%-62.8pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,088 | $2,716+13.7% | $1,961+57.5% | $4,779-35.4% |
| Participant deferral / active EE | $7,095 | $3,843+84.6% | $3,108+128.3% | $5,609+26.5% |
| Admin fee / account holder | $277 | $6,522-95.7% | $5,060-94.5% | $10,827-97.4% |