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 | $90,148 | $138,044-34.7% | $125,339-28.1% | $134,475-33.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -6.45% | 750.33%-756.8pp | 572.05%-578.5pp | 417.96%-424.4pp |
| Employer contribution / active EE | $8,731 | $5,243+66.5% | $4,814+81.4% | $4,740+84.2% |
| Participant deferral / active EE | $9,562 | $7,799+22.6% | $7,446+28.4% | $6,400+49.4% |
| Admin fee / account holder | $280 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |