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 | $176,414 | $180,449-2.2% | $154,107+14.5% | $135,375+30.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.35% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,691 | $6,035-72.0% | $5,298-68.1% | $4,779-64.6% |
| Participant deferral / active EE | $3,750 | $5,806-35.4% | $5,081-26.2% | $5,609-33.1% |
| Admin fee / account holder | $94 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |