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 | $89,344 | $138,065-35.3% | $123,544-27.7% | $135,375-34.0% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -4.35% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,698 | $5,151-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $7,326 | $6,799+7.8% | $6,426+14.0% | $5,609+30.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |