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 | $42,533 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -7.95% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,015 | $5,151-41.5% | $4,628-34.8% | $4,779-36.9% |
| Participant deferral / active EE | $5,576 | $6,799-18.0% | $6,426-13.2% | $5,609-0.6% |
| Admin fee / account holder | $105 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |