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 | $57,136 | $138,044-58.6% | $125,339-54.4% | $134,475-57.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,468 | $5,243-33.9% | $4,814-27.9% | $4,740-26.8% |
| Participant deferral / active EE | $15,555 | $7,799+99.5% | $7,446+108.9% | $6,400+143.1% |
| Admin fee / account holder | $114 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |