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 | $203,700 | $160,055+27.3% | $140,016+45.5% | $135,375+50.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.76% | 911.38%-915.1pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,683 | $6,420-58.2% | $5,606-52.1% | $4,779-43.9% |
| Participant deferral / active EE | $5,870 | $7,642-23.2% | $6,927-15.3% | $5,609+4.7% |
| Admin fee / account holder | $79 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |