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 | $125,584 | $82,630+52.0% | $64,105+95.9% | $125,391+0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.21% | 1489.72%-1490.9pp | 791.24%-792.5pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,707 | $2,671-36.1% | $1,820-6.2% | $4,866-64.9% |
| Participant deferral / active EE | $7,956 | $3,608+120.5% | $2,822+182.0% | $5,352+48.7% |
| Admin fee / account holder | $40 | $6,382-99.4% | $4,499-99.1% | $9,540-99.6% |