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 | $86,035 | $160,055-46.2% | $140,016-38.6% | $135,375-36.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.46% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,350 | $6,420-32.3% | $5,606-22.4% | $4,779-9.0% |
| Participant deferral / active EE | $7,725 | $7,642+1.1% | $6,927+11.5% | $5,609+37.7% |
| Admin fee / account holder | $30 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |