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 | $65,239 | $138,044-52.7% | $125,339-47.9% | $134,475-51.5% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,649 | $5,243-68.6% | $4,814-65.7% | $4,740-65.2% |
| Participant deferral / active EE | $3,086 | $7,799-60.4% | $7,446-58.6% | $6,400-51.8% |
| Admin fee / account holder | $240 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |