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 | $57,183 | $180,449-68.3% | $154,107-62.9% | $135,375-57.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,482 | $6,035-75.4% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $5,133 | $5,806-11.6% | $5,081+1.0% | $5,609-8.5% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |