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 | $114,788 | $133,958-14.3% | $112,228+2.3% | $134,475-14.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.71% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,683 | $4,038-33.6% | $3,635-26.2% | $4,740-43.4% |
| Participant deferral / active EE | $8,462 | $5,291+59.9% | $4,728+79.0% | $6,400+32.2% |
| Admin fee / account holder | $123 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |