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 | $36,513 | $160,055-77.2% | $140,016-73.9% | $135,375-73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.71% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,634 | $6,420+3.3% | $5,606+18.3% | $4,779+38.8% |
| Participant deferral / active EE | $9,093 | $7,642+19.0% | $6,927+31.3% | $5,609+62.1% |
| Admin fee / account holder | $35 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |