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 | $36,257 | $138,065-73.7% | $123,544-70.7% | $135,375-73.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.54% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,592 | $5,151-30.3% | $4,628-22.4% | $4,779-24.8% |
| Participant deferral / active EE | $6,284 | $6,799-7.6% | $6,426-2.2% | $5,609+12.0% |
| Admin fee / account holder | $67 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |