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 | $67,541 | $84,402-20.0% | $61,373+10.1% | $134,475-49.8% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -18.86% | 584.55%-603.4pp | 338.61%-357.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,567 | $1,544+66.2% | $1,159+121.4% | $4,740-45.8% |
| Participant deferral / active EE | $16,056 | $2,819+469.6% | $2,125+655.6% | $6,400+150.9% |
| Admin fee / account holder | $95 | $2,585-96.3% | $2,130-95.5% | $11,426-99.2% |