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 | $112,056 | $180,449-37.9% | $154,107-27.3% | $135,375-17.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.34% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $8,639 | $6,035+43.1% | $5,298+63.1% | $4,779+80.8% |
| Participant deferral / active EE | $10,872 | $5,806+87.2% | $5,081+114.0% | $5,609+93.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |