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 | $66,683 | $180,449-63.0% | $154,107-56.7% | $135,375-50.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.70% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,150 | $6,035+51.6% | $5,298+72.7% | $4,779+91.5% |
| Participant deferral / active EE | $6,361 | $5,806+9.6% | $5,081+25.2% | $5,609+13.4% |
| Admin fee / account holder | $106 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |