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 | $46,574 | $138,065-66.3% | $123,544-62.3% | $135,375-65.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,925 | $5,151-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $10,225 | $6,799+50.4% | $6,426+59.1% | $5,609+82.3% |
| Admin fee / account holder | $57 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |