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 | $87,985 | $180,449-51.2% | $154,107-42.9% | $135,375-35.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.04% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,576 | $6,035-73.9% | $5,298-70.3% | $4,779-67.0% |
| Participant deferral / active EE | $7,606 | $5,806+31.0% | $5,081+49.7% | $5,609+35.6% |
| Admin fee / account holder | $121 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |