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 | $126,168 | $180,449-30.1% | $154,107-18.1% | $135,375-6.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.15% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,178 | $6,035-47.3% | $5,298-40.0% | $4,779-33.5% |
| Participant deferral / active EE | $5,637 | $5,806-2.9% | $5,081+11.0% | $5,609+0.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |