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 | $73,274 | $138,044-46.9% | $125,339-41.5% | $134,475-45.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.53% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,573 | $5,243-31.9% | $4,814-25.8% | $4,740-24.6% |
| Participant deferral / active EE | $11,178 | $7,799+43.3% | $7,446+50.1% | $6,400+74.7% |
| Admin fee / account holder | $245 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |