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 | $70,746 | $82,630-14.4% | $64,105+10.4% | $125,391-43.6% |
| Participation rate | 95.8% | 75.9%+20.0pp | 68.2%+27.7pp | 83.2%+12.6pp |
| Annual return | -2.24% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $5,007 | $2,671+87.4% | $1,820+175.1% | $4,866+2.9% |
| Participant deferral / active EE | $5,689 | $3,608+57.6% | $2,822+101.6% | $5,352+6.3% |
| Admin fee / account holder | $71 | $6,382-98.9% | $4,499-98.4% | $9,540-99.3% |