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 | $73,588 | $95,971-23.3% | $74,550-1.3% | $135,375-45.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.33% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,410 | $2,716+25.5% | $1,961+73.9% | $4,779-28.6% |
| Participant deferral / active EE | $5,321 | $3,843+38.5% | $3,108+71.2% | $5,609-5.1% |
| Admin fee / account holder | $177 | $6,522-97.3% | $5,060-96.5% | $10,827-98.4% |