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 | $120,567 | $135,635-11.1% | $110,238+9.4% | $135,375-10.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.42% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,244 | $4,906+6.9% | $3,826+37.1% | $4,779+9.7% |
| Participant deferral / active EE | $8,298 | $5,506+50.7% | $4,672+77.6% | $5,609+48.0% |
| Admin fee / account holder | $70 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |