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 | $39,052 | $160,055-75.6% | $140,016-72.1% | $135,375-71.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -7.36% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,458 | $6,420-61.7% | $5,606-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $6,454 | $7,642-15.5% | $6,927-6.8% | $5,609+15.1% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |