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 | $172,417 | $138,065+24.9% | $123,544+39.6% | $135,375+27.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.92% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,898 | $5,151-24.3% | $4,628-15.8% | $4,779-18.4% |
| Participant deferral / active EE | $3,375 | $6,799-50.4% | $6,426-47.5% | $5,609-39.8% |
| Admin fee / account holder | $100 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |