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 | $118,822 | $97,757+21.5% | $83,848+41.7% | $135,375-12.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -5.02% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,670 | $4,222-36.8% | $3,631-26.5% | $4,779-44.1% |
| Participant deferral / active EE | $4,205 | $4,682-10.2% | $4,082+3.0% | $5,609-25.0% |
| Admin fee / account holder | $114 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |