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 | $38,887 | $180,449-78.4% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -0.73% | 888.09%-888.8pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $5,851 | $6,035-3.0% | $5,298+10.5% | $4,779+22.4% |
| Participant deferral / active EE | $2,768 | $5,806-52.3% | $5,081-45.5% | $5,609-50.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |