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 | $99,278 | $138,065-28.1% | $123,544-19.6% | $135,375-26.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.97% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $7,012 | $5,151+36.1% | $4,628+51.5% | $4,779+46.7% |
| Participant deferral / active EE | $9,817 | $6,799+44.4% | $6,426+52.8% | $5,609+75.0% |
| Admin fee / account holder | $42 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |