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 | $137,943 | $92,703+48.8% | $82,719+66.8% | $134,475+2.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.65% | 944.92%-964.6pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,438 | $3,274-56.1% | $3,009-52.2% | $4,740-69.7% |
| Participant deferral / active EE | $7,709 | $4,802+60.5% | $4,395+75.4% | $6,400+20.5% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |