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 | $98,532 | $138,065-28.6% | $123,544-20.2% | $135,375-27.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.99% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,410 | $5,151-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $9,818 | $6,799+44.4% | $6,426+52.8% | $5,609+75.0% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |