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 | $178,423 | $97,757+82.5% | $83,848+112.8% | $135,375+31.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.35% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,424 | $4,222-42.6% | $3,631-33.2% | $4,779-49.3% |
| Participant deferral / active EE | $5,679 | $4,682+21.3% | $4,082+39.1% | $5,609+1.3% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |