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 | $91,292 | $180,449-49.4% | $154,107-40.8% | $135,375-32.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -1.32% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.1pp |
| Employer contribution / active EE | $7,625 | $6,035+26.3% | $5,298+43.9% | $4,779+59.6% |
| Participant deferral / active EE | $2,273 | $5,806-60.9% | $5,081-55.3% | $5,609-59.5% |
| Admin fee / account holder | $170 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |