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 | $143,324 | $160,055-10.5% | $140,016+2.4% | $135,375+5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.54% | 911.38%-914.9pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $6,731 | $6,420+4.8% | $5,606+20.1% | $4,779+40.9% |
| Participant deferral / active EE | $6,125 | $7,642-19.8% | $6,927-11.6% | $5,609+9.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |