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 | $43,307 | $138,044-68.6% | $125,339-65.4% | $134,475-67.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.38% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,481 | $5,243-71.8% | $4,814-69.2% | $4,740-68.8% |
| Participant deferral / active EE | $7,474 | $7,799-4.2% | $7,446+0.4% | $6,400+16.8% |
| Admin fee / account holder | $41 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |