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 | $88,625 | $138,065-35.8% | $123,544-28.3% | $135,375-34.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.85% | 153.68%-162.5pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $6,357 | $5,151+23.4% | $4,628+37.4% | $4,779+33.0% |
| Participant deferral / active EE | $13,875 | $6,799+104.1% | $6,426+115.9% | $5,609+147.4% |
| Admin fee / account holder | $279 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |