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 | $225,941 | $138,044+63.7% | $125,339+80.3% | $134,475+68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.10% | 750.33%-752.4pp | 572.05%-574.2pp | 417.96%-420.1pp |
| Employer contribution / active EE | $5,771 | $5,243+10.1% | $4,814+19.9% | $4,740+21.8% |
| Participant deferral / active EE | $9,760 | $7,799+25.2% | $7,446+31.1% | $6,400+52.5% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |