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 | $130,309 | $160,055-18.6% | $140,016-6.9% | $135,375-3.7% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.5%+8.3pp | 82.6%+13.2pp |
| Annual return | -5.07% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,002 | $6,420-22.1% | $5,606-10.8% | $4,779+4.7% |
| Participant deferral / active EE | $10,975 | $7,642+43.6% | $6,927+58.4% | $5,609+95.7% |
| Admin fee / account holder | $238 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |