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 | $145,896 | $97,757+49.2% | $83,848+74.0% | $135,375+7.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.06% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,834 | $4,222-9.2% | $3,631+5.6% | $4,779-19.8% |
| Participant deferral / active EE | $12,213 | $4,682+160.8% | $4,082+199.2% | $5,609+117.7% |
| Admin fee / account holder | $78 | $6,674-98.8% | $5,478-98.6% | $10,827-99.3% |