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 | $89,430 | $138,044-35.2% | $125,339-28.6% | $134,475-33.5% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -16.97% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,177 | $5,243-58.5% | $4,814-54.8% | $4,740-54.1% |
| Participant deferral / active EE | $9,485 | $7,799+21.6% | $7,446+27.4% | $6,400+48.2% |
| Admin fee / account holder | $190 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |