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 | $62,189 | $180,449-65.5% | $154,107-59.6% | $135,375-54.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.66% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,682 | $6,035+77.0% | $5,298+101.6% | $4,779+123.5% |
| Participant deferral / active EE | $6,560 | $5,806+13.0% | $5,081+29.1% | $5,609+17.0% |
| Admin fee / account holder | $135 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |