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 | $90,020 | $90,600-0.6% | $79,464+13.3% | $135,375-33.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.64% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,741 | $3,068-10.7% | $2,800-2.1% | $4,779-42.6% |
| Participant deferral / active EE | $3,908 | $4,050-3.5% | $3,704+5.5% | $5,609-30.3% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |