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 | $47,724 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.10% | 750.33%-759.4pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $3,426 | $5,243-34.7% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $5,230 | $7,799-32.9% | $7,446-29.8% | $6,400-18.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |