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 | $78,669 | $160,055-50.8% | $140,016-43.8% | $135,375-41.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.81% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,070 | $6,420-52.2% | $5,606-45.2% | $4,779-35.8% |
| Participant deferral / active EE | $6,851 | $7,642-10.3% | $6,927-1.1% | $5,609+22.2% |
| Admin fee / account holder | $190 | $13,328-98.6% | $10,705-98.2% | $10,827-98.2% |