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 | $108,258 | $180,449-40.0% | $154,107-29.8% | $135,375-20.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.10% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,764 | $6,035-70.8% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $4,503 | $5,806-22.4% | $5,081-11.4% | $5,609-19.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |