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 | $118,416 | $160,055-26.0% | $140,016-15.4% | $135,375-12.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.03% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,424 | $6,420-31.1% | $5,606-21.1% | $4,779-7.4% |
| Participant deferral / active EE | $3,227 | $7,642-57.8% | $6,927-53.4% | $5,609-42.5% |
| Admin fee / account holder | $120 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |