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 | $136,204 | $92,703+46.9% | $82,719+64.7% | $134,475+1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.02% | 944.92%-954.9pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,050 | $3,274+84.8% | $3,009+101.1% | $4,740+27.6% |
| Participant deferral / active EE | $6,418 | $4,802+33.6% | $4,395+46.0% | $6,400+0.3% |
| Admin fee / account holder | $253 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |