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 | $90,553 | $190,805-52.5% | $159,960-43.4% | $134,475-32.7% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -16.33% | 552.23%-568.6pp | 408.60%-424.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,218 | $4,995+24.5% | $4,226+47.2% | $4,740+31.2% |
| Participant deferral / active EE | $8,285 | $6,923+19.7% | $6,182+34.0% | $6,400+29.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |