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 | $90,437 | $180,449-49.9% | $154,107-41.3% | $135,375-33.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.17% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,657 | $6,035-56.0% | $5,298-49.8% | $4,779-44.4% |
| Participant deferral / active EE | $8,873 | $5,806+52.8% | $5,081+74.7% | $5,609+58.2% |
| Admin fee / account holder | $187 | $16,143-98.8% | $13,411-98.6% | $10,827-98.3% |