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 | $78,585 | $90,600-13.3% | $79,464-1.1% | $135,375-41.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -5.32% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,852 | $3,068-39.6% | $2,800-33.9% | $4,779-61.2% |
| Participant deferral / active EE | $10,208 | $4,050+152.0% | $3,704+175.6% | $5,609+82.0% |
| Admin fee / account holder | $286 | $5,907-95.2% | $5,113-94.4% | $10,827-97.4% |