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 | $66,141 | $97,757-32.3% | $83,848-21.1% | $135,375-51.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -8.28% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,298 | $4,222+25.5% | $3,631+45.9% | $4,779+10.9% |
| Participant deferral / active EE | $3,039 | $4,682-35.1% | $4,082-25.5% | $5,609-45.8% |
| Admin fee / account holder | $240 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |