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 | $56,837 | $180,449-68.5% | $154,107-63.1% | $135,375-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.36% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,857 | $6,035+13.6% | $5,298+29.4% | $4,779+43.5% |
| Participant deferral / active EE | $2,843 | $5,806-51.0% | $5,081-44.0% | $5,609-49.3% |
| Admin fee / account holder | $98 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |