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 | $86,772 | $138,065-37.2% | $123,544-29.8% | $135,375-35.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.08% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,999 | $5,151-41.8% | $4,628-35.2% | $4,779-37.3% |
| Participant deferral / active EE | $9,676 | $6,799+42.3% | $6,426+50.6% | $5,609+72.5% |
| Admin fee / account holder | $102 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |