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 | $136,926 | $82,630+65.7% | $64,105+113.6% | $125,391+9.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | -0.57% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,127 | $2,671-57.8% | $1,820-38.1% | $4,866-76.8% |
| Participant deferral / active EE | $5,907 | $3,608+63.7% | $2,822+109.4% | $5,352+10.4% |
| Admin fee / account holder | $15 | $6,382-99.8% | $4,499-99.7% | $9,540-99.8% |