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 | $50,728 | $138,044-63.3% | $125,339-59.5% | $134,475-62.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -5.16% | 750.33%-755.5pp | 572.05%-577.2pp | 417.96%-423.1pp |
| Employer contribution / active EE | $3,580 | $5,243-31.7% | $4,814-25.6% | $4,740-24.5% |
| Participant deferral / active EE | $8,490 | $7,799+8.9% | $7,446+14.0% | $6,400+32.7% |
| Admin fee / account holder | $166 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |