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 | $90,414 | $138,044-34.5% | $125,339-27.9% | $134,475-32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,500 | $5,243-33.2% | $4,814-27.3% | $4,740-26.2% |
| Participant deferral / active EE | $10,414 | $7,799+33.5% | $7,446+39.9% | $6,400+62.7% |
| Admin fee / account holder | $165 | $11,571-98.6% | $10,010-98.3% | $11,426-98.6% |