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 | $98,572 | $92,703+6.3% | $82,719+19.2% | $134,475-26.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -18.97% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,878 | $3,274+18.5% | $3,009+28.9% | $4,740-18.2% |
| Participant deferral / active EE | $12,060 | $4,802+151.1% | $4,395+174.4% | $6,400+88.4% |
| Admin fee / account holder | $299 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |