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 | $192,808 | $92,703+108.0% | $82,719+133.1% | $134,475+43.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,140 | $3,274+57.0% | $3,009+70.8% | $4,740+8.4% |
| Participant deferral / active EE | $13,429 | $4,802+179.6% | $4,395+205.5% | $6,400+109.8% |
| Admin fee / account holder | $117 | $5,983-98.0% | $5,329-97.8% | $11,426-99.0% |