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 | $52,576 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.56% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $9,048 | $6,420+40.9% | $5,606+61.4% | $4,779+89.3% |
| Participant deferral / active EE | $4,800 | $7,642-37.2% | $6,927-30.7% | $5,609-14.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |