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 | $100,321 | $160,055-37.3% | $140,016-28.4% | $135,375-25.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.07% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,374 | $6,420-31.9% | $5,606-22.0% | $4,779-8.5% |
| Participant deferral / active EE | $11,574 | $7,642+51.5% | $6,927+67.1% | $5,609+106.3% |
| Admin fee / account holder | $70 | $13,328-99.5% | $10,705-99.3% | $10,827-99.4% |