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 6-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 | $95,139 | $138,044-31.1% | $125,339-24.1% | $134,475-29.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.34% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,945 | $5,243-43.8% | $4,814-38.8% | $4,740-37.9% |
| Participant deferral / active EE | $5,162 | $7,799-33.8% | $7,446-30.7% | $6,400-19.3% |
| Admin fee / account holder | $226 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |