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 | $116,163 | $138,044-15.9% | $125,339-7.3% | $134,475-13.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.13% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,136 | $5,243-2.0% | $4,814+6.7% | $4,740+8.4% |
| Participant deferral / active EE | $14,244 | $7,799+82.6% | $7,446+91.3% | $6,400+122.6% |
| Admin fee / account holder | $93 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |