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 | $38,439 | $180,449-78.7% | $154,107-75.1% | $135,375-71.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.66% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,850 | $6,035-52.8% | $5,298-46.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,681 | $5,806-2.1% | $5,081+11.8% | $5,609+1.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |