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 | $228,473 | $180,449+26.6% | $154,107+48.3% | $135,375+68.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.38% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,606 | $6,035-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $6,650 | $5,806+14.5% | $5,081+30.9% | $5,609+18.6% |
| Admin fee / account holder | $49 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |