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 | $233,202 | $180,449+29.2% | $154,107+51.3% | $135,375+72.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.01% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,667 | $6,035-39.2% | $5,298-30.8% | $4,779-23.3% |
| Participant deferral / active EE | $8,961 | $5,806+54.3% | $5,081+76.4% | $5,609+59.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |