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 | $72,315 | $160,055-54.8% | $140,016-48.4% | $135,375-46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.05% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,981 | $6,420+8.7% | $5,606+24.5% | $4,779+46.1% |
| Participant deferral / active EE | $4,944 | $7,642-35.3% | $6,927-28.6% | $5,609-11.9% |
| Admin fee / account holder | $115 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |