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 | $63,971 | $180,449-64.5% | $154,107-58.5% | $135,375-52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.36% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,818 | $6,035+62.7% | $5,298+85.3% | $4,779+105.5% |
| Participant deferral / active EE | $5,123 | $5,806-11.8% | $5,081+0.8% | $5,609-8.7% |
| Admin fee / account holder | $62 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |