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 | $99,304 | $138,044-28.1% | $125,339-20.8% | $134,475-26.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -9.50% | 750.33%-759.8pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,561 | $5,243-51.2% | $4,814-46.8% | $4,740-46.0% |
| Participant deferral / active EE | $4,625 | $7,799-40.7% | $7,446-37.9% | $6,400-27.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |