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 | $86,309 | $180,449-52.2% | $154,107-44.0% | $135,375-36.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.87% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,519 | $6,035-8.5% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $5,031 | $5,806-13.4% | $5,081-1.0% | $5,609-10.3% |
| Admin fee / account holder | $124 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |