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 | $86,066 | $97,757-12.0% | $83,848+2.6% | $135,375-36.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.94% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,002 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $14,722 | $4,682+214.4% | $4,082+260.7% | $5,609+162.5% |
| Admin fee / account holder | $175 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |