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 | $154,429 | $180,449-14.4% | $154,107+0.2% | $135,375+14.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.84% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,273 | $6,035-62.3% | $5,298-57.1% | $4,779-52.4% |
| Participant deferral / active EE | $3,055 | $5,806-47.4% | $5,081-39.9% | $5,609-45.5% |
| Admin fee / account holder | $93 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |