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 | $90,571 | $92,703-2.3% | $82,719+9.5% | $134,475-32.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.07% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,384 | $3,274-27.2% | $3,009-20.8% | $4,740-49.7% |
| Participant deferral / active EE | $15,394 | $4,802+220.6% | $4,395+250.3% | $6,400+140.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |