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 | $53,860 | $138,044-61.0% | $125,339-57.0% | $134,475-59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,846 | $5,243-26.6% | $4,814-20.1% | $4,740-18.9% |
| Participant deferral / active EE | $13,938 | $7,799+78.7% | $7,446+87.2% | $6,400+117.8% |
| Admin fee / account holder | $272 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |