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 | $83,383 | $138,044-39.6% | $125,339-33.5% | $134,475-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,079 | $5,243-60.4% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $8,590 | $7,799+10.1% | $7,446+15.4% | $6,400+34.2% |
| Admin fee / account holder | $200 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |