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 | $74,839 | $160,055-53.2% | $140,016-46.5% | $135,375-44.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.39% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,981 | $6,420-38.0% | $5,606-29.0% | $4,779-16.7% |
| Participant deferral / active EE | $6,710 | $7,642-12.2% | $6,927-3.1% | $5,609+19.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |