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 | $103,879 | $138,065-24.8% | $123,544-15.9% | $135,375-23.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.70% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,401 | $5,151-34.0% | $4,628-26.5% | $4,779-28.8% |
| Participant deferral / active EE | $9,125 | $6,799+34.2% | $6,426+42.0% | $5,609+62.7% |
| Admin fee / account holder | $287 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |