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 | $93,920 | $138,044-32.0% | $125,339-25.1% | $134,475-30.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.24% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,104 | $5,243+35.5% | $4,814+47.6% | $4,740+49.9% |
| Participant deferral / active EE | $7,190 | $7,799-7.8% | $7,446-3.4% | $6,400+12.3% |
| Admin fee / account holder | $111 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |