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 | $78,901 | $135,635-41.8% | $110,238-28.4% | $135,375-41.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.68% | 513.19%-513.9pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,233 | $4,906-54.5% | $3,826-41.6% | $4,779-53.3% |
| Participant deferral / active EE | $14,372 | $5,506+161.0% | $4,672+207.6% | $5,609+156.2% |
| Admin fee / account holder | $3 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |