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 | $28,243 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -8.43% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,598 | $5,151-10.7% | $4,628-0.6% | $4,779-3.8% |
| Participant deferral / active EE | $7,769 | $6,799+14.3% | $6,426+20.9% | $5,609+38.5% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.6% | $10,827-98.8% |