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 | $109,097 | $180,449-39.5% | $154,107-29.2% | $135,375-19.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.72% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,538 | $6,035-41.4% | $5,298-33.2% | $4,779-26.0% |
| Participant deferral / active EE | $5,199 | $5,806-10.5% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |