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 | $93,505 | $138,065-32.3% | $123,544-24.3% | $135,375-30.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.60% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,269 | $5,151-36.5% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $9,346 | $6,799+37.5% | $6,426+45.5% | $5,609+66.6% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |