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 | $70,209 | $180,449-61.1% | $154,107-54.4% | $135,375-48.1% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -8.52% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,695 | $6,035-55.3% | $5,298-49.1% | $4,779-43.6% |
| Participant deferral / active EE | $5,240 | $5,806-9.7% | $5,081+3.1% | $5,609-6.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |