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 | $101,233 | $138,044-26.7% | $125,339-19.2% | $134,475-24.7% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -16.38% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,433 | $5,243-34.5% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $5,349 | $7,799-31.4% | $7,446-28.2% | $6,400-16.4% |
| Admin fee / account holder | $70 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |