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 | $39,065 | $138,065-71.7% | $123,544-68.4% | $135,375-71.1% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -8.11% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,077 | $5,151-40.3% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $8,190 | $6,799+20.5% | $6,426+27.5% | $5,609+46.0% |
| Admin fee / account holder | $96 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |