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 | $126,640 | $135,635-6.6% | $110,238+14.9% | $135,375-6.5% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -5.41% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,171 | $4,906-35.4% | $3,826-17.1% | $4,779-33.7% |
| Participant deferral / active EE | $6,100 | $5,506+10.8% | $4,672+30.6% | $5,609+8.8% |
| Admin fee / account holder | $34 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |