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 | $43,686 | $138,065-68.4% | $123,544-64.6% | $135,375-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.91% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $8,126 | $5,151+57.7% | $4,628+75.6% | $4,779+70.0% |
| Participant deferral / active EE | $8,505 | $6,799+25.1% | $6,426+32.4% | $5,609+51.6% |
| Admin fee / account holder | $216 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |