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 | $44,031 | $180,449-75.6% | $154,107-71.4% | $135,375-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.95% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,744 | $6,035-4.8% | $5,298+8.4% | $4,779+20.2% |
| Participant deferral / active EE | $4,432 | $5,806-23.7% | $5,081-12.8% | $5,609-21.0% |
| Admin fee / account holder | $21 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |