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 | $150,141 | $92,703+62.0% | $82,719+81.5% | $134,475+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.96% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,430 | $3,274-56.3% | $3,009-52.5% | $4,740-69.8% |
| Participant deferral / active EE | $13,650 | $4,802+184.3% | $4,395+210.6% | $6,400+113.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |