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 | $37,906 | $180,449-79.0% | $154,107-75.4% | $135,375-72.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.44% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,069 | $6,035-65.7% | $5,298-60.9% | $4,779-56.7% |
| Participant deferral / active EE | $4,835 | $5,806-16.7% | $5,081-4.8% | $5,609-13.8% |
| Admin fee / account holder | $130 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |