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 | $63,606 | $138,065-53.9% | $123,544-48.5% | $135,375-53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.54% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,107 | $5,151-59.1% | $4,628-54.5% | $4,779-55.9% |
| Participant deferral / active EE | $8,000 | $6,799+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |