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 | $123,645 | $92,703+33.4% | $82,719+49.5% | $134,475-8.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.99% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,589 | $3,274-20.9% | $3,009-14.0% | $4,740-45.4% |
| Participant deferral / active EE | $13,733 | $4,802+186.0% | $4,395+212.5% | $6,400+114.6% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |