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 | $42,389 | $180,449-76.5% | $154,107-72.5% | $135,375-68.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.51% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $4,327 | $6,035-28.3% | $5,298-18.3% | $4,779-9.5% |
| Participant deferral / active EE | $2,273 | $5,806-60.9% | $5,081-55.3% | $5,609-59.5% |
| Admin fee / account holder | $202 | $16,143-98.8% | $13,411-98.5% | $10,827-98.1% |