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 | $209,408 | $138,044+51.7% | $125,339+67.1% | $134,475+55.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.49% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,958 | $5,243-24.5% | $4,814-17.8% | $4,740-16.5% |
| Participant deferral / active EE | $2,560 | $7,799-67.2% | $7,446-65.6% | $6,400-60.0% |
| Admin fee / account holder | $132 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |