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 | $64,986 | $138,065-52.9% | $123,544-47.4% | $135,375-52.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,507 | $5,151-12.5% | $4,628-2.6% | $4,779-5.7% |
| Participant deferral / active EE | $12,936 | $6,799+90.3% | $6,426+101.3% | $5,609+130.6% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |