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 | $77,092 | $95,971-19.7% | $74,550+3.4% | $135,375-43.1% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -4.17% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,961 | $2,716-27.8% | $1,9610% | $4,779-59.0% |
| Participant deferral / active EE | $6,154 | $3,843+60.1% | $3,108+98.0% | $5,609+9.7% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |