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 | $101,542 | $135,635-25.1% | $110,238-7.9% | $135,375-25.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.73% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,820 | $4,906-42.5% | $3,826-26.3% | $4,779-41.0% |
| Participant deferral / active EE | $6,200 | $5,506+12.6% | $4,672+32.7% | $5,609+10.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |