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 | $140,680 | $135,635+3.7% | $110,238+27.6% | $135,375+3.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.56% | 513.19%-520.7pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,960 | $4,906-39.7% | $3,826-22.6% | $4,779-38.1% |
| Participant deferral / active EE | $6,685 | $5,506+21.4% | $4,672+43.1% | $5,609+19.2% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |