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 | $102,814 | $180,449-43.0% | $154,107-33.3% | $135,375-24.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.77% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $21,406 | $6,035+254.7% | $5,298+304.1% | $4,779+347.9% |
| Participant deferral / active EE | $11,429 | $5,806+96.8% | $5,081+124.9% | $5,609+103.8% |
| Admin fee / account holder | $252 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |