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 | $104,510 | $180,449-42.1% | $154,107-32.2% | $135,375-22.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.35% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,768 | $6,035-21.0% | $5,298-10.0% | $4,779-0.2% |
| Participant deferral / active EE | $5,244 | $5,806-9.7% | $5,081+3.2% | $5,609-6.5% |
| Admin fee / account holder | $47 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |