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 | $85,805 | $135,635-36.7% | $110,238-22.2% | $135,375-36.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.83% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,543 | $4,906-68.6% | $3,826-59.7% | $4,779-67.7% |
| Participant deferral / active EE | $5,822 | $5,506+5.7% | $4,672+24.6% | $5,609+3.8% |
| Admin fee / account holder | $273 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |