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 | $115,228 | $180,449-36.1% | $154,107-25.2% | $135,375-14.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.03% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,760 | $6,035-54.3% | $5,298-47.9% | $4,779-42.2% |
| Participant deferral / active EE | $7,292 | $5,806+25.6% | $5,081+43.5% | $5,609+30.0% |
| Admin fee / account holder | $76 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |