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 | $65,349 | $180,449-63.8% | $154,107-57.6% | $135,375-51.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.22% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,369 | $6,035-27.6% | $5,298-17.5% | $4,779-8.6% |
| Participant deferral / active EE | $3,306 | $5,806-43.1% | $5,081-34.9% | $5,609-41.1% |
| Admin fee / account holder | $159 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |