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 | $127,124 | $138,065-7.9% | $123,544+2.9% | $135,375-6.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,384 | $5,151-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $7,459 | $6,799+9.7% | $6,426+16.1% | $5,609+33.0% |
| Admin fee / account holder | $197 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |