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 | $117,935 | $160,055-26.3% | $140,016-15.8% | $135,375-12.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.72% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,129 | $6,420-51.3% | $5,606-44.2% | $4,779-34.5% |
| Participant deferral / active EE | $5,859 | $7,642-23.3% | $6,927-15.4% | $5,609+4.5% |
| Admin fee / account holder | $23 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |