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 | $82,078 | $133,958-38.7% | $112,228-26.9% | $134,475-39.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.68% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $10,925 | $4,038+170.5% | $3,635+200.6% | $4,740+130.5% |
| Participant deferral / active EE | $5,214 | $5,291-1.4% | $4,728+10.3% | $6,400-18.5% |
| Admin fee / account holder | $214 | $7,489-97.1% | $6,410-96.7% | $11,426-98.1% |