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 | $28,133 | $138,065-79.6% | $123,544-77.2% | $135,375-79.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.39% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,129 | $5,151-19.9% | $4,628-10.8% | $4,779-13.6% |
| Participant deferral / active EE | $7,675 | $6,799+12.9% | $6,426+19.4% | $5,609+36.8% |
| Admin fee / account holder | $216 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |