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 | $63,035 | $160,055-60.6% | $140,016-55.0% | $135,375-53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.13% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,755 | $6,420-57.1% | $5,606-50.8% | $4,779-42.3% |
| Participant deferral / active EE | $3,779 | $7,642-50.5% | $6,927-45.4% | $5,609-32.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |