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 | $47,557 | $180,449-73.6% | $154,107-69.1% | $135,375-64.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,900 | $6,035-2.2% | $5,298+11.4% | $4,779+23.5% |
| Participant deferral / active EE | $3,320 | $5,806-42.8% | $5,081-34.7% | $5,609-40.8% |
| Admin fee / account holder | $135 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |