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 | $79,193 | $97,757-19.0% | $83,848-5.6% | $135,375-41.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.27% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,328 | $4,222+2.5% | $3,631+19.2% | $4,779-9.4% |
| Participant deferral / active EE | $1,637 | $4,682-65.0% | $4,082-59.9% | $5,609-70.8% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |