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 | $41,237 | $138,044-70.1% | $125,339-67.1% | $134,475-69.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.07% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,232 | $5,243+18.9% | $4,814+29.5% | $4,740+31.5% |
| Participant deferral / active EE | $3,028 | $7,799-61.2% | $7,446-59.3% | $6,400-52.7% |
| Admin fee / account holder | $259 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |