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 | $29,603 | $90,600-67.3% | $79,464-62.7% | $135,375-78.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -0.89% | 977.43%-978.3pp | 718.14%-719.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,038 | $3,068+31.6% | $2,800+44.2% | $4,779-15.5% |
| Participant deferral / active EE | $4,035 | $4,050-0.4% | $3,704+8.9% | $5,609-28.1% |
| Admin fee / account holder | $33 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |