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 | $138,239 | $138,044+0.1% | $125,339+10.3% | $134,475+2.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.44% | 750.33%-757.8pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,349 | $7,799+58.3% | $7,446+65.8% | $6,400+93.0% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |