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 | $202,251 | $160,055+26.4% | $140,016+44.4% | $135,375+49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.27% | 911.38%-912.6pp | 651.12%-652.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,993 | $6,420-53.4% | $5,606-46.6% | $4,779-37.4% |
| Participant deferral / active EE | $7,318 | $7,642-4.2% | $6,927+5.6% | $5,609+30.5% |
| Admin fee / account holder | $45 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |