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 | $101,633 | $105,998-4.1% | $92,233+10.2% | $147,584-31.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.29% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,374 | $4,333+0.9% | $3,679+18.9% | $4,876-10.3% |
| Participant deferral / active EE | $4,713 | $4,478+5.2% | $3,897+20.9% | $5,439-13.4% |
| Admin fee / account holder | $143 | $6,332-97.7% | $5,194-97.3% | $10,885-98.7% |