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 | $200,095 | $180,449+10.9% | $154,107+29.8% | $135,375+47.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,518 | $6,035-58.3% | $5,298-52.5% | $4,779-47.3% |
| Participant deferral / active EE | $10,479 | $5,806+80.5% | $5,081+106.3% | $5,609+86.8% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-100.0% | $10,827-99.9% |