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 | $40,205 | $138,065-70.9% | $123,544-67.5% | $135,375-70.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.87% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,399 | $5,151-72.8% | $4,628-69.8% | $4,779-70.7% |
| Participant deferral / active EE | $6,917 | $6,799+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $109 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |