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 | $109,790 | $138,065-20.5% | $123,544-11.1% | $135,375-18.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.05% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,753 | $5,151-46.6% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $9,122 | $6,799+34.2% | $6,426+42.0% | $5,609+62.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |