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 | $220,003 | $138,044+59.4% | $125,339+75.5% | $134,475+63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.39% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,256 | $5,243-37.9% | $4,814-32.4% | $4,740-31.3% |
| Participant deferral / active EE | $15,068 | $7,799+93.2% | $7,446+102.3% | $6,400+135.4% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |