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 | $98,559 | $180,449-45.4% | $154,107-36.0% | $135,375-27.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -6.91% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,131 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $7,895 | $5,806+36.0% | $5,081+55.4% | $5,609+40.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |