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 | $156,614 | $97,757+60.2% | $83,848+86.8% | $135,375+15.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.12% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,392 | $4,222-19.7% | $3,631-6.6% | $4,779-29.0% |
| Participant deferral / active EE | $13,624 | $4,682+191.0% | $4,082+233.8% | $5,609+142.9% |
| Admin fee / account holder | $173 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |