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 | $77,432 | $138,065-43.9% | $123,544-37.3% | $135,375-42.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.06% | 153.68%-160.7pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $9,277 | $5,151+80.1% | $4,628+100.5% | $4,779+94.1% |
| Participant deferral / active EE | $4,464 | $6,799-34.4% | $6,426-30.5% | $5,609-20.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |