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 | $22,994 | $138,044-83.3% | $125,339-81.7% | $134,475-82.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.47% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,504 | $5,243-52.2% | $4,814-48.0% | $4,740-47.2% |
| Participant deferral / active EE | $3,348 | $7,799-57.1% | $7,446-55.0% | $6,400-47.7% |
| Admin fee / account holder | $51 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |