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 | $117,672 | $180,449-34.8% | $154,107-23.6% | $135,375-13.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.68% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,014 | $6,035-33.5% | $5,298-24.2% | $4,779-16.0% |
| Participant deferral / active EE | $12,313 | $5,806+112.1% | $5,081+142.4% | $5,609+119.5% |
| Admin fee / account holder | $23 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |