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 | $79,331 | $147,727-46.3% | $115,756-31.5% | $134,475-41.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.24% | 73.96%-91.2pp | 143.14%-160.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,842 | $4,713-18.5% | $3,793+1.3% | $4,740-18.9% |
| Participant deferral / active EE | $6,414 | $7,563-15.2% | $6,254+2.6% | $6,400+0.2% |
| Admin fee / account holder | $254 | $14,571-98.3% | $8,124-96.9% | $11,426-97.8% |