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 | $47,027 | $135,635-65.3% | $110,238-57.3% | $135,375-65.3% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | -8.02% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,986 | $4,906+1.6% | $3,826+30.3% | $4,779+4.3% |
| Participant deferral / active EE | $3,922 | $5,506-28.8% | $4,672-16.1% | $5,609-30.1% |
| Admin fee / account holder | $249 | $11,457-97.8% | $8,547-97.1% | $10,827-97.7% |