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 | $77,704 | $180,449-56.9% | $154,107-49.6% | $135,375-42.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.98% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,200 | $6,035-30.4% | $5,298-20.7% | $4,779-12.1% |
| Participant deferral / active EE | $4,800 | $5,806-17.3% | $5,081-5.5% | $5,609-14.4% |
| Admin fee / account holder | $30 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |