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 | $32,572 | $138,065-76.4% | $123,544-73.6% | $135,375-75.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.14% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,657 | $5,151-67.8% | $4,628-64.2% | $4,779-65.3% |
| Participant deferral / active EE | $6,710 | $6,799-1.3% | $6,426+4.4% | $5,609+19.6% |
| Admin fee / account holder | $166 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |