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 | $26,656 | $138,065-80.7% | $123,544-78.4% | $135,375-80.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,117 | $5,151+38.1% | $4,628+53.8% | $4,779+48.9% |
| Participant deferral / active EE | $3,322 | $6,799-51.1% | $6,426-48.3% | $5,609-40.8% |
| Admin fee / account holder | $206 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |