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 | $95,180 | $180,449-47.3% | $154,107-38.2% | $135,375-29.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.67% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $10,535 | $6,035+74.6% | $5,298+98.9% | $4,779+120.5% |
| Participant deferral / active EE | $8,151 | $5,806+40.4% | $5,081+60.4% | $5,609+45.3% |
| Admin fee / account holder | $244 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |