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 | $137,387 | $190,805-28.0% | $159,960-14.1% | $134,475+2.2% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -16.21% | 552.23%-568.4pp | 408.60%-424.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $16,995 | $4,995+240.2% | $4,226+302.2% | $4,740+258.6% |
| Participant deferral / active EE | $15,154 | $6,923+118.9% | $6,182+145.1% | $6,400+136.8% |
| Admin fee / account holder | $6 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |