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 | $78,763 | $99,079-20.5% | $77,999+1.0% | $273,961-71.3% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 7.19% | 217.93%-210.7pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,028 | $4,306-6.5% | $3,497+15.2% | $5,287-23.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |