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 | $134,154 | $160,055-16.2% | $140,016-4.2% | $135,375-0.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.50% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,353 | $6,420-47.8% | $5,606-40.2% | $4,779-29.8% |
| Participant deferral / active EE | $9,654 | $7,642+26.3% | $6,927+39.4% | $5,609+72.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |