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 | $53,244 | $90,600-41.2% | $79,464-33.0% | $135,375-60.7% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -2.69% | 977.43%-980.1pp | 718.14%-720.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,479 | $3,068-19.2% | $2,800-11.5% | $4,779-48.1% |
| Participant deferral / active EE | $8,950 | $4,050+121.0% | $3,704+141.6% | $5,609+59.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |