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 | $183,181 | $160,055+14.4% | $140,016+30.8% | $135,375+35.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -8.34% | 911.38%-919.7pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,897 | $6,420-54.9% | $5,606-48.3% | $4,779-39.4% |
| Participant deferral / active EE | $4,474 | $7,642-41.4% | $6,927-35.4% | $5,609-20.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |