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 | $68,692 | $138,044-50.2% | $125,339-45.2% | $134,475-48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,415 | $5,243-53.9% | $4,814-49.8% | $4,740-49.0% |
| Participant deferral / active EE | $4,582 | $7,799-41.2% | $7,446-38.5% | $6,400-28.4% |
| Admin fee / account holder | $55 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |