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 | $83,679 | $97,757-14.4% | $83,848-0.2% | $135,375-38.2% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.07% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,538 | $4,222-16.2% | $3,631-2.6% | $4,779-26.0% |
| Participant deferral / active EE | $7,642 | $4,682+63.2% | $4,082+87.2% | $5,609+36.2% |
| Admin fee / account holder | $159 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |