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 | $76,801 | $135,635-43.4% | $110,238-30.3% | $135,375-43.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.11% | 513.19%-520.3pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,416 | $4,906+30.8% | $3,826+67.7% | $4,779+34.3% |
| Participant deferral / active EE | $3,740 | $5,506-32.1% | $4,672-19.9% | $5,609-33.3% |
| Admin fee / account holder | $290 | $11,457-97.5% | $8,547-96.6% | $10,827-97.3% |