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 | $111,454 | $138,065-19.3% | $123,544-9.8% | $135,375-17.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.79% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,990 | $5,151-42.0% | $4,628-35.4% | $4,779-37.4% |
| Participant deferral / active EE | $9,391 | $6,799+38.1% | $6,426+46.2% | $5,609+67.4% |
| Admin fee / account holder | $4 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |