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 | $59,690 | $138,044-56.8% | $125,339-52.4% | $134,475-55.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.63% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $8,286 | $5,243+58.0% | $4,814+72.1% | $4,740+74.8% |
| Participant deferral / active EE | $6,232 | $7,799-20.1% | $7,446-16.3% | $6,400-2.6% |
| Admin fee / account holder | $73 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |