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 9-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 | $83,420 | $198,466-58.0% | $170,442-51.1% | $147,584-43.5% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,675 | $6,184-56.7% | $5,433-50.8% | $4,876-45.1% |
| Participant deferral / active EE | $5,155 | $5,629-8.4% | $4,939+4.4% | $5,439-5.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |