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 | $173,767 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.38% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,537 | $5,151-11.9% | $4,628-2.0% | $4,779-5.1% |
| Participant deferral / active EE | $10,703 | $6,799+57.4% | $6,426+66.6% | $5,609+90.8% |
| Admin fee / account holder | $8 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |