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 | $39,942 | $138,065-71.1% | $123,544-67.7% | $135,375-70.5% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -0.97% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,025 | $5,151-80.1% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $6,844 | $6,799+0.7% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $150 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |