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 | $109,174 | $138,065-20.9% | $123,544-11.6% | $135,375-19.4% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,873 | $5,151-63.6% | $4,628-59.5% | $4,779-60.8% |
| Participant deferral / active EE | $4,043 | $6,799-40.5% | $6,426-37.1% | $5,609-27.9% |
| Admin fee / account holder | $245 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |