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 | $37,804 | $135,635-72.1% | $110,238-65.7% | $135,375-72.1% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.29% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,353 | $4,906-72.4% | $3,826-64.6% | $4,779-71.7% |
| Participant deferral / active EE | $6,736 | $5,506+22.3% | $4,672+44.2% | $5,609+20.1% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |