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 | $108,554 | $138,065-21.4% | $123,544-12.1% | $135,375-19.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.20% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,683 | $5,151-9.1% | $4,628+1.2% | $4,779-2.0% |
| Participant deferral / active EE | $13,005 | $6,799+91.3% | $6,426+102.4% | $5,609+131.9% |
| Admin fee / account holder | $300 | $10,916-97.3% | $9,284-96.8% | $10,827-97.2% |