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 | $111,026 | $135,635-18.1% | $110,238+0.7% | $135,375-18.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.53% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,791 | $4,906-43.1% | $3,826-27.1% | $4,779-41.6% |
| Participant deferral / active EE | $2,600 | $5,506-52.8% | $4,672-44.3% | $5,609-53.6% |
| Admin fee / account holder | $155 | $11,457-98.7% | $8,547-98.2% | $10,827-98.6% |