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 | $31,661 | $90,600-65.1% | $79,464-60.2% | $135,375-76.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -0.61% | 977.43%-978.0pp | 718.14%-718.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,340 | $3,068+41.5% | $2,800+55.0% | $4,779-9.2% |
| Participant deferral / active EE | $4,658 | $4,050+15.0% | $3,704+25.8% | $5,609-17.0% |
| Admin fee / account holder | $53 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |