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 | $116,600 | $180,449-35.4% | $154,107-24.3% | $135,375-13.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.87% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,372 | $6,035-77.3% | $5,298-74.1% | $4,779-71.3% |
| Participant deferral / active EE | $7,606 | $5,806+31.0% | $5,081+49.7% | $5,609+35.6% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |