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 | $100,239 | $138,065-27.4% | $123,544-18.9% | $135,375-26.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -4.67% | 153.68%-158.3pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,542 | $5,151-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $8,221 | $6,799+20.9% | $6,426+27.9% | $5,609+46.6% |
| Admin fee / account holder | $203 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |