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 | $73,548 | $180,449-59.2% | $154,107-52.3% | $135,375-45.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.24% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,937 | $6,035-51.3% | $5,298-44.6% | $4,779-38.5% |
| Participant deferral / active EE | $5,944 | $5,806+2.4% | $5,081+17.0% | $5,609+6.0% |
| Admin fee / account holder | $152 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |