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 | $92,035 | $95,971-4.1% | $74,550+23.5% | $135,375-32.0% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -4.40% | 56.96%-61.4pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,795 | $2,716+2.9% | $1,961+42.5% | $4,779-41.5% |
| Participant deferral / active EE | $4,262 | $3,843+10.9% | $3,108+37.1% | $5,609-24.0% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |