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 | $114,100 | $180,449-36.8% | $154,107-26.0% | $135,375-15.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.07% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,130 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $6,054 | $5,806+4.3% | $5,081+19.2% | $5,609+7.9% |
| Admin fee / account holder | $151 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |