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 | $129,118 | $138,065-6.5% | $123,544+4.5% | $135,375-4.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,347 | $5,151+3.8% | $4,628+15.5% | $4,779+11.9% |
| Participant deferral / active EE | $8,055 | $6,799+18.5% | $6,426+25.4% | $5,609+43.6% |
| Admin fee / account holder | $10 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |