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 | $164,820 | $135,635+21.5% | $110,238+49.5% | $135,375+21.8% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -4.99% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,165 | $4,906-35.5% | $3,826-17.3% | $4,779-33.8% |
| Participant deferral / active EE | $7,093 | $5,506+28.8% | $4,672+51.8% | $5,609+26.5% |
| Admin fee / account holder | $159 | $11,457-98.6% | $8,547-98.1% | $10,827-98.5% |