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 | $46,579 | $135,635-65.7% | $110,238-57.7% | $135,375-65.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.40% | 513.19%-514.6pp | 314.74%-316.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,087 | $4,906-77.9% | $3,826-71.6% | $4,779-77.3% |
| Participant deferral / active EE | $11,198 | $5,506+103.4% | $4,672+139.7% | $5,609+99.6% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |