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 | $56,185 | $180,449-68.9% | $154,107-63.5% | $135,375-58.5% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -8.76% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,003 | $6,035-66.8% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $4,763 | $5,806-18.0% | $5,081-6.3% | $5,609-15.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |