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 | $85,417 | $160,055-46.6% | $140,016-39.0% | $135,375-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.13% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $9,129 | $6,420+42.2% | $5,606+62.8% | $4,779+91.0% |
| Participant deferral / active EE | $9,250 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |