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 | $148,702 | $180,449-17.6% | $154,107-3.5% | $135,375+9.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.05% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,278 | $6,035-12.5% | $5,298-0.4% | $4,779+10.4% |
| Participant deferral / active EE | $6,264 | $5,806+7.9% | $5,081+23.3% | $5,609+11.7% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |