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 | $103,780 | $180,449-42.5% | $154,107-32.7% | $135,375-23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $8,137 | $6,035+34.8% | $5,298+53.6% | $4,779+70.3% |
| Participant deferral / active EE | $5,429 | $5,806-6.5% | $5,081+6.9% | $5,609-3.2% |
| Admin fee / account holder | $34 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |