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 | $87,777 | $160,055-45.2% | $140,016-37.3% | $135,375-35.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.02% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,327 | $6,420-63.8% | $5,606-58.5% | $4,779-51.3% |
| Participant deferral / active EE | $10,378 | $7,642+35.8% | $6,927+49.8% | $5,609+85.0% |
| Admin fee / account holder | $133 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |