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 | $198,037 | $138,044+43.5% | $125,339+58.0% | $134,475+47.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,150 | $5,243-1.8% | $4,814+7.0% | $4,740+8.7% |
| Participant deferral / active EE | $15,025 | $7,799+92.7% | $7,446+101.8% | $6,400+134.8% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |