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 | $149,810 | $138,044+8.5% | $125,339+19.5% | $134,475+11.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -1.01% | 750.33%-751.3pp | 572.05%-573.1pp | 417.96%-419.0pp |
| Employer contribution / active EE | $5,352 | $5,243+2.1% | $4,814+11.2% | $4,740+12.9% |
| Participant deferral / active EE | $6,082 | $7,799-22.0% | $7,446-18.3% | $6,400-5.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |