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 | $66,083 | $138,044-52.1% | $125,339-47.3% | $134,475-50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,109 | $5,243-59.8% | $4,814-56.2% | $4,740-55.5% |
| Participant deferral / active EE | $7,265 | $7,799-6.8% | $7,446-2.4% | $6,400+13.5% |
| Admin fee / account holder | $90 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |